Placeholders

What would you like to do?

Schedule a Placeholder

1.  On the calendar screen, right click in the time slot/schedule where you want to add the placeholder.

2.  Click Add > Placeholder for

3.  Enter placeholder Information:

4.  If desired, associate client(s) with placeholder by:

5.  If desired, change the display to Duplicate Header on Every Line to display the appointment code repeatedly on the block.

6.  If desired, click the Scheduling tab to add other users or resources (e.g. rooms, equipment) so the placeholder is added to these schedules.

7.  Click Save.

8.  Click Exit.

Titanium will create placeholders that match the definition, and place them on the schedule.

Edit a Placeholder

If the start date for the series has passed, the prior placeholders cannot be edited.  Instead, right click to split the series and edit the remaining placeholders.  To split every placeholder in the series, right click on the placeholder and choose Create Separate Placeholders from Series.

How do I change the placeholder type?  Placeholder type (individual, group, other) cannot be changed after the placeholder has been created.

How do I change user, day, time, length?  Drag and drop the placeholder on the calendar, or click and drag the bottom border of the placeholder.  If the placeholder is on multiple schedules, click to confirm the changes in the dialog box.

How do I change appointment code, client(s), add users/resources?

1.  Click the placeholder on the schedule.

2.  Click Edit on the menu bar.

3.  Make desired changes.

4.  Click Save.

5.  Click Exit.

What does the padlock icon mean on the placeholder screen?  The placeholder is locked or you don't have rights to change it.

How do I delete a placeholder?  Right click on the placeholder and click delete.  Click to select to delete just the selected placeholder, or only future placeholders.  Use the calendar pull down to select future placeholders to be deleted.

Schedule an Appointment Based on a Placeholder

1.  Right click on the placeholder.

2.  Click Add > Appointment Based on Placeholder.

3. Add the appointment as you normally would.