What would you like to do?
Note: Your center's administrator has set permissions and rights for schedules. If you do not have sufficient privileges, you may be unable to view, add, edit or delete appointments on any other schedules, or view appointments or information on schedules for other users.
Click here for information about recurring appointments.
1. On the calendar screen, right click in the time slot/schedule where you want to add the appointment. (Note: By default, weekend days are not displayed but this setting can be changed by individual users or the center administrator. To navigate to days not displayed from the calendar screen, click the Go To button on the menu bar and use the calendar pop-up window to select the desired day, or use the arrow navigation icons.)
2. Click Add > type of appointment to be added
oGroup/Couple: Multiple clients
oOther: Does not involve clients (e.g., outreach, holidays, vacation, staff meetings, etc.)
3. For individual appointments:
oEnter the ID and hit the tab key, or
oEnter the full or partial last name and click Find. Double click the client from the search list.
4. Enter Appointment Information:
oChoose an appointment code.
oAdd mode, location, description and comments as desired. (Note: Do not put confidential information in these fields. Your center administrator may make mode and location required fields for some appointment codes.)
5. If desired, click the Scheduling tab to add other users or resources (e.g. rooms, equipment) so the appointment is added to these schedules.
6. For group appointments, click the Clients tab:
oClick Add to search for individual clients one at a time, or
oChoose a group sign up sheet from the pull down menu, and click Copy Members. (Note: It is recommended that the group sign up sheet be copied the day before the appointment to ensure the most current sheet is used. Appointment reminders are based on clients added to the appointment, not the group sign up sheet.)
7. Click Save. (Note: Depending on the settings chosen by your center administrator, you may see prompts to add the appointment to your schedule, that either you or the client has a conflicting appointment, or to assign clients to users on the appointment.)
8. Click Exit.
1. Right click the appointment and choose Copy or Copy to Next Week.
2. Make any desired changes on the appointment screen.
3. Click Save.
4. Click Exit.
How do I change the appointment type? You can't switch among individual, group or other appointment types after an appointment has been created, or create a recurring appointment from a single instance appointment.
How do I change user, day, time, length? Drag and drop the appointment on the calendar, or click and drag the bottom border of the appointment. If the appointment 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. Double click the appointment on the schedule and click Edit on the menu bar, or right click on the appointment and click Edit.
2. Make desired changes.
3. Click Save.
4. Click Exit.
What does the padlock icon mean on the appointment screen? The appointment is locked or you don't have rights to change it. This may also occur because your center administrator has chosen to not allow appointments in the past to be edited. Contact your center administrator to request changes to locked appointments.
How do I delete an appointment? Deleting appointments will remove them from Titanium, so they will not be included in reports. You should only delete appointments made in error. For cancellations, right click on the the appointment block, hover over attendance and choose the desired attendance status. To delete an appointment made in error, right click on the appointment and click delete. If a note is associated with an appointment, the appointment cannot be deleted without deleting the note first.
