When a client requests a record of all past or future appointments, you can quickly Email past or future appointments or Print past or upcoming appointments


Email past or future appointments

1. From the client's file, click on Appointments

2. Click on either Print Past Appointments or Print Upcoming Appointments

3. Specify a date range and click Go

4. Select Email then OK to confirm you want the email to be sent.

5. Click OK to acknowledge that the email has been sent.

The email will be sent to the email address on the client's file, and will appear like the image below.


Print past or future appointmentsย 

1. From the client's file, click on Appointments
2. Click on either Print Past Appointments or Print Upcoming Appointments
3. Specify a date range and click Go
4. Select Print to see a preview of the appointment list, then Print to print the list.

๐Ÿ’ก You can use the print function to create a PDF by changing the destination (printer) to Print to PDF


You might also be interested in:

๐Ÿ“Create a Recurring appointment

๐Ÿ“Reschedule an appointment

๐Ÿ“Copy an existing appointment

๐Ÿ“Mark appointments as attended

๐Ÿ“Edit an appointment

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