General Diary Tasks

Articles

 Diary Overview
Watch the brief video on how to navigate around the diary, or continue to the next tab for a more in depth breakdown of the diary. Video Step by step The image below shows th...
Diary View Options
There are a few different ways that you can view the diary.  Click on an option below to see the way you can view the diary By Date You can navigate through the days by clicking the forward or back arrow b...
 How to search for clients
Where to find and use the calendar
You are able to navigate through the diary by using the arrows beside the date at the top of the diary screen.  You press the forward arrow to move you to the next day or the back arrow to move back days.  Alternatively you can click on ...
How to Print the Diary
Go to the practitioner's diary that you would like to print and click on  Menu  at the top right of the diary. This will bring up a list of options and you should click on Print . This will then bring...
How to view the diary by rooms
To view the diary by room you simply click on  Room View  beside the date. This then brings up ' All Rooms ' beside the diary location which is highlighted in the image below.  If you click on  All...
 How to create and edit other diary events
 Diary Event Form
As well as adding appointments to the diary you are able to add a Meeting, Holiday or Other . To do this, click on a time/area in the diary and then choose the second tab Event .  This will bring you to the sc...
How to record closure days
You are able to add holidays to your TM3 diary.  For example, Christmas day, Boxing day and Easter etc. You add these via the Diary section under TM3 settings .  When you click on Diary it will give you two ...