Wednesday, June 6, 2012

Create An Appointment Schedule

You can create your own appointment schedule using either Microsoft Word or Excel.


You can use Microsoft Word to create a simple appointment schedule that includes a list of times and client names or event. To create a more detailed appointment schedule with additional fields, you may want to try creating your document on Excel, which allows you to add as many additional fields as needs. Excel also separates each listed field into different cells, organized by columns and rows.


Instructions


Microsoft Word


1. Start a new document in Microsoft Word. For a one-day appointment schedule, type your list of times down the left margin by hour, half hour, or 15-minute increments, as needed. For a multi-day appointment schedule, you can create a separate page per day.


2. Press the "Enter" key twice after each time you have listed; this allows you to have a line break between times for a clearer overall presentation.


3. Type a colon or hyphen next to each listed time, followed by a client's name or event you plan to attend. Save your document to your computer, so you can add to your schedule later without having to retype the previous added times. If you prefer, you can also print out listed times then write client names or events in to fill the time slots.


Microsoft Excel


4. Start a new document in Microsoft Excel. Each rectangle area is a cell; columns are labeled alphabetically and rows by numbers. Type your incremented time slot list down the first column.


5. Type in client names or events in column B; make sure to coordinate appointment or event times with each client name or event. Expand column widths if you need to by clicking the vertical bar between columns A and B and holding down the mouse as you drag the bar to the right; let go on the mouse when you reach the width you want.


6. Use additional columns for more information to shape your appointment schedule. For example, you can use column C to add notes regarding the purpose for each meeting with your clients. If you are scheduling appointments at a salon, you may use the additional column to add what service(s) each client has requested. If you are creating a collective schedule for your family--such as a chore chart or daily or weekly schedule of events--you can place each family member's name next to the corresponding chore or event. Add additional column fields as needed.







Tags: appointment schedule, Microsoft Word, client names, additional column, additional fields