Using the Scheduler > Using Daily Appointments and Book At A Glance Windows

Using Slot Notes

Slot notes can be added only from the Daily Appointments window and are created and handled like blocked slots, but the note is not displayed when an appointment is scheduled in the slot. You can auto schedule appointments in slots that contain notes, and these slots are included in time usage reports.

You can add a note to open, scheduled, or blocked slots. If a note is associated with a slot that contains an appointment, a small red mark is displayed at the right side of the slot.

• You can also view slot notes in the History Appointments window if your office does not use the Remove Slot Notes from Scheduler option. See Setting Scheduler Defaults for more information.

To add, edit, or delete a note to a time slot:

1. Select a time slot in the Daily Appointments window, right-click, and select Add Note from the submenu; or select Slot Notes > Add Note from the Options section of the Express bar or the Options menu. The Assistant window is displayed.

2. Type a note in the window.

3. Select an option:

4. To change the note text color for the slot:Click the square next to Foreground. The Color window is displayed. Select a color and click OK.

5. To change the background for the slot:Click the square next to Background. The Color window is displayed. Select a color and click OK.

4. Click OK.

5. To display the note in a series of slots, select it and drag the square in the lower-right corner to the appropriate location. Drag the corner down to extend the note downward, or up to extend the note upwards.

6. To edit a slot note, select a time slot, right-click, and select Edit Note; or select Slot Notes > Edit Note from the Options section of the Express bar or the Options menu. The Assistant window is displayed. Make changes and click OK.

7. To delete a slot note, right-click, and select Delete Note from the submenu; or select Slot Notes > Delete Note from the Options section of the Express bar or the Options menu.