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In this tutorial, users learn to utilize the scheduler in Drake Tax to establish daily preparation schedules and manage client appointments. Users can mark appointments as confirmed by selecting the confirmed checkbox on the appointment detail screen and then saving the appointment; confirmed appointments appear in green on the schedule grid. Additionally, reports can be run on appointment details to identify which appointments are confirmed or pending confirmation. These reports can be accessed through the report manager or scheduler, allowing users to include the keyword "confirmed" in the report columns for clarity.
