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Back Office Software System

Appointment Planner - Having trouble keeping track of your own schedule? A built-in appointment planner can be utilized to always keep you ahead of the game and stay organized. Schedule employee interviews, vendor meetings, and staff meetings and have a daily appointment report with you at all times. Never miss another appointment.

Download some sample Appointment Reports here. They are in PDF format and will require Acrobat Reader© in order to open. All of the sample reports below are from the upcoming Version 4.0 release and as such are still under development. Additional changes may be made before the final release.

Here are four different ways to display the current day's appointments:

This report gives a detailed listing of the day's activities:

Click to download Today's Appointments Detail Report (43 KB)

This one will list the current day's appointments in a line graph format:

Click to download Today's Appointments Line Graph (43 KB)

This report will list the current day's appointments in a 24 hour planner:

Click to download Today's Appointments 24 Hour Planner (36 KB)

This report will list the current day's appointments in a business hour planner (7 AM - 7 PM):

Click to download Today's Appointments Business Hours Planner (34 KB)

In addition to listing just the current day's appointments you can also list all the appointments for the current week, a specific week, a specific time frame, the current month, a specific month, and even pick and choose which managers you wish to show. There is also a choice of printing in color or no color. There are almost too many options to list here so we will just provide a few additional examples. Depending upon the date range, various other report options will be become available/unavailable.

Below are the same types of reports previously listed, but this time for a whole week.

Click to download Weekly Appointments Detail (64 KB)

Click to download Weekly Appointments Line Graph (70 KB)

Click to download Weekly Appointments 24 Hour Planner (41 KB)

Click to download Weekly Appointments Business Hours Planner (39 KB)

You can print a monthly wall calendar that will list some of the appointments. Due to space restrictions on the page, not all of the appointments will be able to be displayed.

Click to download Appointments Wall Calendar (40 KB)

You can also print a list of all your "To Do" items.

Click to download To Do List (35 KB)

There are also various reports that can be run on your Contact list. These reports are very similar to the Vendor reports. You can print a Contact Phone List report, mailing envelopes, address labels, and a detailed report. These reports are still under development as of this writing.

 

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This page was last updated on Thursday, September 13, 2007.

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