MRSweb - Lesson 8.2 - Create a New Appointment

Lesson 8

Chapter 2 - Create a New Appointment

Here's how to add an appointment:

i - As in the MRSware desktop client there is more than 1 way to add a new appointment
​
​​Desktop options

Option 1- Calendar - Month View
​
1 - Click or tap on "Activity - Appointments" on the Menu bar or Menu list



​

---

2 - Click or tap on the "Plus" sign on the bottom right of the page to open a New Appointment form


​

---

3 - The New Appointment form opens

​4 - Fill out the form

5 - When finished, click or tap "Save"

---

​Option 2:

1 - Click or tap on the "3 dots" on the right of the Menu bar

---

2 - Click or tap on "New Appointments" when the slidebar on the right opens to open the New Appointment Form

3 - The New Appointment form opens.

4 - Fill out the form

​5 - When finished, click or tap "Save"

​

---

​Mobile Options
​

Option 1:

​1 - Tap on "Appointments" on the Menu bar or from the Tab bar (bottom of the page)


​

---

​2 - Tap on the "Plus" sign at the bottom right of the screen to open a New Appointment form.

---

3 - Fill out the form

4 - When finished, tap the "checkmark" on the Menu bar (top of the page) to save the new appointment

---

​Option 2:

When adding two or more new Appointments:

After completing the first New Appointment form

Instead of tapping the "checkmark" to save the new appointment
​

1 - Tap the 3 dots to the far top right of the Menu bar on the New Appointment form.

---

2 - Tap "Save and New" to save the just completed new appointment and open a New Appointment form.

3 - Fill out the New Appointment form

4 - Tap the 3 dots to the far top right of the Menu bar on the New Appointment

Repeat steps 2 and 3

Continue to add new appointments
When finished 

5 - Tap the "checkmark" to save the new appointment
Or

5 - Tap "Save" on the slidebar menu

---

​Option 3:

When adding a new appointment from a Review Appointment form:


1 - Tap on the 3 dots on the Menu bar on the Review Appointment form

---

2 - Tap on "New Appointments"
​
3 - Fill out the New Appointment form

When finished

4 - Tap the "checkmark" to save the new appointment
​​Or

4 - Tap "Save" on the slidebar menu

---