Go into Lists and Optometrists to set up Optometrists’ names first (unless already done so). You could have an Optom called Dispenser or Other if you want to use a Diary for Collections/Fields etc.

Then go to Lists and click on “Diary Times”. Insert times for each day of the week for each Optometrist.

When inserting times use 24 hour clock and a colon between the hour and minutes (eg 13:00)

If you have an Optom set up for Monday times and want he same for Tuesday and Wednesday, just Select all the Monday Times for that Optom and then choose Tuesday from the dropdown (see arrow 1 below) at the top and click “Add”. Repeat for Wednesday. To copy an Optom’s times to another Optom, Select all the times to copy and then choose the other Optom from the dropdown (see arrow 2 below) at the top and click “Add”.

The notes box is used if you want specific types of appointments at certain times of the day. eg 4.30pm may be always a child sight test.

The appt period is only for use in the future so leave it blank for now.

On the Diary screen:

Choose which Optometrist is testing by choosing their name from the drop down box close to the top of the screen on the diary screen itself.

Then just click on the “Add Times” button every time you come to a diary page that requires times.

To insert an extra time in the middle of the day. Click on “New” at the top of the left hand column and type in the new time. That appointment will appear in the middle of the rows at the appropriate time.

To change a specific time on the Diary screen as a one off you can just click in the time box eg. 16.15 and then it will ask for the new time, so just type 16.20.