Week

Similar to the Diary Day screen, the Diary 'Week' screen is a users' weekly diary view of 7 days, Monday to Sunday.

Diary Week gives the user an overview of their scheduled appointments for the given or selected week.

To scroll back & forth through weeks/months, click the buttons '>>>>>' and '<<<<<'

For a daily diary view, see Diary: Day.

Change User

All users can view any users' diary and appointments scheduled. To view another users' diary:

Click on a time slot on the diary to add an appointment.
Enter the appointment type
Enter the duration of the appointment (this auto-defaults to 30 minutes)
Enter the Title of the appointment (ie 'Client Visit with Bob at ABC Company')
Enter any notes in the notes field (if required)
If additional users are required at the appointment:
- Select multiple users from the list by holding down the 'Ctrl' button & selecting the usernames.
If the appointment time slot has changed:
- Change the time via the drop-down menu, or go back to the diary & start again.
If the appointment date has changed:
- Change the date via the date button, or go back to the diary & start again.
Once complete, click 'Save Appointment'
The appointment details will be entered into the diary & also emailed to the user and any additional users against the appointment.
- Email subject will be 'APPT [NEW]'

To modify an appointment:

Click on the Appointment to view the details
Make any changes on the screen and ensure you click 'Save Appointment' to save your changes
When an appointment is modified, the user/s against to the appointment will receive an email to advise it has been modified.
- Email subject will be 'APPT [AMENDED]'

To delete an appointment:

Click on the Appointment to view the details
Click the 'Delete' button at the bottom
When an appointment is deleted, the user/s against to the appointment will receive an email to advise it has been removed
- Email subject will be 'APPT [DELETED]'