Registration code expired? Click here to obtain a new one in minutes.

For comprehensive instructions on setting up and using ClientTracker,
please download our Quickstart Guide & Manual (Adobe PDF Format, 1.1mb.)

• For general information on e-billing and using the new 1500 form in ClientTracker, click here.
• For detailed information on standard requirements for filling out the new 1500 form, click here. (Adobe PDF Format, 1.5mb.)
• To download a blank copy of the 1500 form, right-click here.

If you need support with ClientTracker, please see if your question is in the Knowledge Base below.
If not, send us an email and describe your problem. Click here for infomation on our support contract.

Knowledge Base

How do I schedule a new appointment in the calendar? < Calendar < Main Page

How do I schedule a new appointment in the calendar? Author: Ginkgo Software Support Simply click the New Appointment icon on the left side of your toolbar. Enter the name of the client, the date and the time. The date of the currently selected date comes automically filled in. Note: you do not have to enter the full name of the client. For example to schedule a new appointment for Abraham Lincoln you could type: Abraham Lincoln Abraham L A Lincoln Ab L A L If ClientTracker cannot uniquely determine the name of the client it will prompt you to choose from a list of possible matches. If you type a name and there are no matches you will be given the option to create a new client record and schedule the appointment immediately. This is perfect for when a new client calls to schedule their first appointment. Simply schedule the appointment directly from the calendar and the new client record will be created automatically! Last Modified: 2003-11-18         Number of views: 9203 Print This Save This E-mail This Talk About This ( 15 )     There are no user added comments for this article.   Was this article helpful?   Yes No   Related Articles How do I move an appointment? Moving an existing appointment couldn\'t be simpler. Go to the \"Day\" tab, click on either the star... What format should I use to enter the time of a new appointment? ClientTracker will accept almost any format for the time. If you do not specify AM or PM it will ass... What format should I use to enter the date of a new appointment? The format for the date is \"m/d/yy \". However, for dates in the current year you can omit the year...

Search Articles Advanced Search	View Category Main Category Calendar Clients Email QuickDial Settings Registration/Purchasing Support Frequently Asked Questions Financials Insurance Forms & Claims

View: Most Viewed  |  Most E-mailed  |  Most Printed  |  Most Saved