Printing out client appointments
We have clients asking for a printout of their appointment's both in the past as they can be reimbursed for expenses and for the future as not everyone has a cell phone for reminders but it seems we are not able to do this?
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AdminSupport (Admin, Gensolve) commented
There are currently options for printouts of appointments both past and future.
1. For past appointments including charges, - Edit Client>Conditions tab, click on the paper/scroll icon for the required Condition, to 'run a report for this condition'. These two reports will show past appointments, not appointments which have not yet occurred.
2. For all appointments, past and future, for the purpose of the Client having a list of all appointments for themself, Edit the Client>Appointments tab, click anywhere within the grid list of appointments, press F7 key on keyboard to take the list through to an Excel spreadsheet which can then be manipulated as required before printing.
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This is already possible, it is the condition appts report