Appointment Details

•	SCHEDULING: Every Appointment you enter is automatically scheduled in the Calendar section for you!

When you click the Add Appointment Button, this will launch the Appointment Details pop-up window.

Here is where you will put all of the pertinent information regarding your intended appointment.

Let's have a look at how Appointment Details works:

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APPOINTMENT NAME

You have the ability to name your Appointment in order to make it more descriptive than the Appointment Type.

Here are some examples:

Appointment Name = Stafford's Commercial Class

Appointment Type = Class

Appointment Name = E3

Appointment Type = Convention

Appointment Name = The Chicago SketchFest

Appointment Type = Festival (Comedy)

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APPOINTMENT TYPE

From Air Date to Writing Session

The Appointment Type drop down menu has hundreds of pre-defined choices for you to select from!

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PRIORITY

PerformerTrack allows you to set a Priority Level for the Appointment.

By default, all Appointments have their Priority Level set to Normal.

However, you can set the Priority Level to High.

•	HIGH-PRIORITY: High Priority Appointments will appear in both the Calendar Section and in your PerformerAssistant area with a preceding Exclamation Point Icon.

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START DATE, START TIME
and END TIME

Here is where you enter the Appointment Start Date and Start Time and End Time.

CALENDAR BUTTON

To enter a Date click on the Calendar Button next to the Start Date field box to launch the pop-up Calendar Picker.

CLOCK BUTTON

To enter the Start Time and End Time simply click on the Clock Button next to the Time field box to launch the pop-up Time Selector.

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CONTACT

For your convenience, PerformerTrack has already placed the Contact's Name within the Contact drop down menu field box!

•	CONTACTS: The Contacts that appear in the Contact drop down menu are bridged over from your Contacts Section.

•	JOURNALING: Every Appointment you have is Journaled in the Contact's History! The Journaling feature is simply amazing! It allows you to see over time how you have interacted with Contacts and how they have been an influence on your career!

ADD BUTTON

To add a new Contact simply click the Add Button. This will launch the Add Contact pop-up window.

INFO BUTTON

To view details about a Contact selected from the Contact drop down menu click the Info Button. This will launch the Contact Details pop-up window.

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LOCATION

Rather than having to enter an address every time you log an Appointment, PerformerTrack memorizes Locations and allows you to manage them with ease!

This way if you find yourself going to the same Location for multiple appointments then all you will need to do is enter the Location once into PerformerTrack and it will always be there - ready for you to select from the Location drop down menu!

•	LOCATIONS: The Locations that appear in the Location drop down menu are bridged over from your Locations List in the Essentials Log. Only the Locations with their Location Status set to Active in your Locations List will be shown in the drop down menu.

ADD BUTTON

To add a new Location simply click the Add Button. This will launch the Add Location pop-up window.

INFO BUTTON

To view details about a Location selected from the Location drop down menu click the Info Button. This will launch the Location Details pop-up window.

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REPEAT APPOINTMENT

Do you have recurring Weekly Appointments like Acting Classes, Singing or Dance Lessons?

Do you have recurring Monthly Appointments like Resume Updating, Union Meetings, Agency Check-Ins?

If you do then scheduling them within PerformerTrack is a snap!

Simply select Daily or Weekly from the Repeat Appointment drop down menu.

Doing so will trigger the End Date field box to appear!

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END DATE

Here is where you enter the Repeat Appointment's End Date.

CALENDAR BUTTON

To enter a Date click on the Calendar Button next to the End Date field box to launch the pop-up Calendar Picker.

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ADD EXPENSE(S)

Is there a business-related Expense associated with this Appointment (i.e. - Business Meal, Fare, Mileage, etc.). Depending on the tax laws in your location these may be legitimate tax-deductible expenses.

To add Appointment-related Expenses simply click on the ‘Add Expense(s)’ button.

•	ADD EXPENSE(S): When you click on the 'Add Expense(s)' button PerformerTrack will automatically SAVE the Appointment and JUMP you directly to the 'Additional Expenses' section so that you may log your Appointment-related Expenses!

•	EDIT APPOINTMENT: After you are done entering Appointment-related Expenses just go to the Calendar section and click on the Appointment Name to Edit/View this Appointment.

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NOTES

Are there any special instructions regarding this Appointment?

Were you told to bring anything to the Appointment?

Is there anything you wish to comment on regarding this Appointment?

If so make sure to enter this of information in the 'Notes' area for future reference!

•	JOURNALING: The Notes you enter are Journaled in the Contact's History! The Journaling feature is simply amazing! It allows you to see over time how you have interacted with Contacts and how they have been an influence on your career!

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SAVE

In order to save the Appointment you must click the Save Button (obvious, huh?).

•	If you neglect to click the Save Button any and all changes made to the Appointment will be lost!

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When you want to print the Appointment Details simply click the Print Button. Doing so will automatically Save any changes and will launch the Print Preview Screen.

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CANCEL

If you wish not to save any changes to the Appointment Details or want to exit the Appointment Details screen just click the Cancel Button.

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DELETE

If you wish permanently remove the Appointment from your Calendar click the Delete Button.