Scheduling from the Scheduling Matrix

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Add or Update appointments from the Scheduling Matrix

This guide will show the user how to add or update appointments from the Scheduling Matrix within NPAWorks and NPAGo. This feature is useful to see scheduled appointments for several staff members or clients for a specified date range at one time. Please note, this feature is to be used on tablets in the horizontal position or on a computer screen. It is not designed for tablets in the vertical position or cell phones.

Once you have ran the Scheduling Matrix, you are able to add or edit appointments.

  1. To add an appointment,
    1. Highlight the time that you would like to schedule an appointment during.
    2. Then click on the add button, located in the upper right corner. 
  2. The Add Appointment side panel will be displayed on the right side of the Scheduling Matrix.
  3. From here, you can enter the appointment’s information just like you would on any other appointment.
  4. Click on the save button on the upper right corner of the add appointment window to save the appointment to the schedule.
  5. The Scheduling Matrix will display the added appointment.
  1. Moving on, to edit an appointment,
    1. Select the appointment you wish to edit.
    2. Then click on the edit button, located in the upper right corner.
  2. The Update Appointment side panel will be displayed on the right side of the Scheduling Matrix.
  3. From here, you can edit or delete the appointment’s information as desired.
  4. Click on the save button on the upper right corner of the appointment window to save the appointment to the schedule.
  5. The Scheduling Matrix will now display the updated appointment.

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