Setup
Click items to expand or collapse
While you can start using most of the features of the program right away you will get a lot more satisfaction
and avoid having to stop in the midst of the easy flowing nature of operations the program provides if you take a bit
of time to enter some default data into the program. This will provide not only a solid foundation for some of the tasks
the program will perform for you but should help familiarize you with some of the basic functionality. We recommend following
the steps in the order outlined below as some of the processes reference others.
- Appearance
- Theme- At top left portion of program screen, click view, then Theme Selection. Select from the available visual effects.
- Toolbar- Click on the ToolBar button in any give tab. Roll your pointer over “Add or Remove Buttons”.
Choose the icons you wish to see in the toolbar.
- Docking Tabs- All index tabs are “dockable” and can be moved to various parts of the screen.
Right click on any tab and select dockable. This removes it from its place at the top of the screen.
Click on the thumbtack button and see it minimize to the right side of your screen. Roll your pointer
over the tab and see it appear and disappear when you move your pointer away. Now with it open, double
click on the band across the top. Now it can be dragged and dropped anywhere around the screen. If you
drag your pointer with the undocked window over one of the 4 directional arrows on the screen it will place
the window to the side of the screen to which the arrow points. To undo and replace the window to its original
location at the top, just right click on the tab and once again select dockable and it will be restored to
its original state.
- Company
- From the Company tab select Resources. Enter Employee Categories.
- Enter the States or Zones your business covers. The selections are used in pulldown menus throughout the program.
- Enter your company information and default values.
- Enter as many company locations as you wish. Enter a description in the description box. Enter the address and phone numbers associated with
the location. Check the box to designate it as the primary address, mailing address or both if appropriate. Click the + button to save the address.
- Scheduling
- From the Scheduling tab select Resources. Schedule Selection allows you to create multiple schedules for individuals, locations or even a piece of equipment.
- Label Editor –Create a color-coded label with which to paint your appointments to represent a region, location, type of appointment or anything you desire.
Simply select a color. Enter a name. Click + and it is added to the list. Use the arrow buttons to move a selected item up or down in the list.
- Calendar Reminders are alerts that can be set with each appointment and all reminders created for appointments are listed here.
Calendar Reminders function independently of other program reminders.
- Use Calendar Options to customize the view of your schedule.
- Inventory
- From the Inventory tab select Resources. Set up product Categories. This will help to make it easier to find products when using pull down style lists.
- Enter Units of Measure for the products you sell.
- Enter information about payment terms with your vendors.
- To add a new inventory item simply locate your pointer toward the left hand portion of your screen and right click. Alternatively, you may use the
Add Product menu icon in the control bar.
- Procedures
- Procedures are self-contained units of descriptive tasks. From either the Projects, or optionally Medical tabs, open a new Procedure.
- Select the Material, Time, Cost Matrix tab to specify inventory items used each time you perform this procedure. You may also set the appropriate duration
and labor values. Applying a duration will cause an appointment block of time to automatically adjust according to the duration sum of all procedures selected
for that appointment.
- Create any Reminders which will generate automatically every time you perform this procedure.
- Accounting
- Create Invoice Categories.
- Create Payment Terms.
- Define Tax Regions. This will be very helpful if you have the need to charge different tax rates based on different regions. The program will automatically
charge sales tax based on rates that correspond to the postal code in the billing portion of the invoice if specified.
- Contacts
- Create Contact Categories.
- Create or Import Contacts. Adding a new contact is mostly self-explanatory. The Display Name is the name info that will print on forms, letters etc.
- Once you have entered new contact information and have reopened the record note that there is now a Summary page. The Summary page cannot be edited. This
helps prevent incidental data entry errors such as overwriting the contact's name or other data.