Download User manual - ScheduleVIEW
Transcript
** You may type directly on the template also. * You may copy and paste from a Word or Excel document as well. When you are finished Click ‘File’ ‘Save and Exit’ ‘Save’ Now anytime you want to use this report, from the ScheduleVIEW™ calendar: Click on ‘Reports’ ‘Appointment Reminder Messages’ Select the parameters you need 'Send' choose ‘Letters’ or 'Emails' 'To Selected' choose 'Customers' or 'Providers' or 'Resources' 'Use this Template' click on the to the template you just created. button and browse You can 'Set as Default Report' for convenience Click ‘Preview’ to double-check your document before using. You can also print for a single customer: 114