Master Calendar

The Master Calendar tab is where appointment users can view the overall calendar for the office. In general, this will be one of the primary tabs that a front desk or phone desk would use to see availability and scheduled appointments for all advisors in the office, and where they would book appointments for a client.

• The Master Calendar sub-tab provides a combined view of each advisor’s calendars, which automatically updates with booked appointments. The search feature finds appointments for specific clients.
• The Check-In Calendar is where a manager can control the office schedule. It also allows easy access to the appointment status display and client check-in.
• The Daily Report lists appointments by advisor and time. It can be used as a quick way to see all appointments scheduled for a given day with the reasons the clients are coming in. Some offices use this report to pre-screen the reasons entered by clients across the office.