Managing Appointment Attendance

Appointment Calendar

1. Navigate to the Appointment Calendar tab.
2. Click the appointment you wish to update.
3. Select the radio button for the appropriate attendance option:
   • Attended
   • No Show
   • Canceled
4. Enter any notes in the Appointment Notes field.
5. Click Submit.
6. The Appointment Calendar will update the appointment to the appropriate color based on your selections:

Note: Notes entered on the appointment will display under the TargetX Note related list with a Related Type = Appointments.

Student/Contact

1. Navigate to the Student/Contact tab.
2. Click the Student you wish to view/update attendance.
3. Navigate to the History-related list.
4. Click the Contact Schedule Item record you wish to view/update.
5. Click Edit.
6. Select the checkbox for the appropriate attendance option:

7. Save your changes.