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How Do I... In The Version 5.0 Scheduler?

Please select a "How Do I" topic from the list below.

Print a daily schedule
Print a weekly schedule
Print a monthly schedule
Set a specific user's schedule as the default schedule
Set the scheduler to show a grid by hours of the day
Change the hours the scheduler displays
Set up a personal scheduler
Search the scheduler for key words
Look at another user's schedule
Setup an appointment for another user

 

Printing a daily schedule

Step 1) Click on the Scheduler icon on the PHONEslips tool bar or right click on the PHONEslips system tray icon and click on Scheduler. Click here to see an example.

Step 2) If you are not already looking at the daily schedule, then click on the "Day" tab shown in this picture.

Step 3) Click on the print button that is shown here.

Step 4) At this new window, highlight the 'Daily' option, and click 'OK'.

Click here to go back to the top of the page.

 

Printing a weekly schedule

Step 1) Click on the Scheduler icon on the PHONEslips tool bar or right click on the PHONEslips system tray icon and click on Scheduler. Click here to see an example.

Step 2) Click on the "Week" tab shown in this picture.

Step 3) Click on the print button that is shown here.

Step 4) Highlight the 'Weekly' option and click 'OK'..

Click here to go back to the top of the page.

 

Printing a monthly schedule

Step 1) Click on the Scheduler icon on the PHONEslips tool bar or right click on the PHONEslips system tray icon and click on Scheduler. Click here to see an example.

Step 2) Click on the "Month" tab shown in this picture

Step 3) Click on the print button that is shown here.

Step 4) At this new window, highlight the 'Monthly' option and click 'OK'.

Click here to go back to the top of the page.

 

Setting a different user's schedule as the default schedule

Step 1) Click on the full application button on the PHONEslips toolbar as shown in this example.

Step 2) Click on the setup menu and choose options as shown in this example.

Step 3) Click on the Scheduler tab at the top of the PHONEslips Options window as shown in this picture.

Step 4) Now click on the button with two arrows in it. This will bring up the name list and allow you to select a person's scheduler. Click here for an example.

Step 6) Once the name list appears just click on the name and click 'OK'.

At this point in time your default scheduler will be set to the person you selected in step six. To test this simply exit out of PHONEslips and start it back up.

Click here to go back to the top of the page.

 

Setting your scheduler to show a grid by hours of the day

Step 1) Click on the Scheduler icon on the PHONEslips tool bar or right click on the PHONEslips system tray icon and click on Scheduler. Click here to see an example.

Step 2) If you are not already looking at the daily schedule, then click on the "Day" tab shown in this picture.

Step 3) Click on the time tab, as highlighted in this example. This will toggle the time grid on or off as you see fit.

Click here to go back to the top of the page.

 

Changing the hours for the scheduler grid

Step 1) Click on the full application button on the PHONEslips toolbar as shown in this example.

Step 2) Click on the Setup menu and select Option as show in this example.

Step 4) Once in the options menu click on the scheduler tab, as shown in this picture.

Step 5) At the bottom of the window there are two fields. These fields control the hours that appear on the time grid. Change these fields to reflect times needed and click ok when finished. Click here for an example.

Click here to go back to the top of the page.

 

Setting up a personal scheduler

Step 1) Click on the Scheduler icon on the PHONEslips tool bar or right click on the PHONEslips system tray icon and click on Scheduler. Click here to see an example.

Step 2) The top of the window will show the name of the user's schedule being viewed. Click here for an example.

Step 3) To view a different user's schedule click on the 'Name' button highlighted in this picture.

Step 4) Select the user name from this list and click 'OK'.

Click here to go back to the top of the page.

 

Searching the scheduler for key words

Step 1) Click on the Scheduler icon on the PHONEslips tool bar or right click on the PHONEslips system tray icon and click on Scheduler. Click here to see an example.

Step 2) Click on the search button as shown in this picture.

Step 3) Enter the information to search for, and click 'Find'. Click here for an example.

Step 4) When PHONEslips is finished searching, a list of schedule events that had a match will appear. To view a given appointment, highlight it and click the "Go to" button as shown in this example.

Click here to go back to the top of the page.

 

Viewing a different user's schedule

Step 1) Click on the Scheduler icon on the PHONEslips tool bar or right click on the PHONEslips system tray icon and click on Scheduler. Click here to see an example.

Step 2) Click on the name button shown in this example.

Step 3) Select the user name from this list and click ok. Make any schedule changes here.

Click here to go back to the top of the page.

 

Setting an appointment for different users

Step 1) Click on the Scheduler icon on the PHONEslips tool bar or right click on the PHONEslips system tray icon and click on Scheduler. Click here to see an example.

Step 2) Click on the name button shown in this example.

Step 3) Select the user's name from this list and click ok.

Step 4) Click on the add button as shown in this example.

Step 5) Enter the schedule item in this window and click ok when finished.

Click here to go back to the top of the page.

Do you have a topic you would like to see added to the How Do I section? E-mail us and let us know!

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