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Save Appointment Confirmation Letter in JPG

Save Appointment Confirmation Letter in JPG

Aug 6th, 2022

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How to Save Appointment Confirmation Letter in JPG

4.8 out of 5

35 votes

In Drake Tax, users can utilize the scheduler to set daily preparation schedules and manage client appointments. To indicate confirmed appointments, select the confirmed checkbox on the appointment detail screen and save it; confirmed appointments will appear green on the schedule grid. Users can also run reports on appointment details to check which appointments are confirmed or pending confirmation. This can be done through the report manager or from the scheduler's reports, ensuring to include the keyword "confirmed" as one of the report columns.

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