Welcome to your appointments planner! This page is designed to help you keep track of all your important appointments and contacts in one organized location.

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Usage Manual

This template is designed to help you manage appointments and contacts efficiently. Here's how to make the most of it:

Getting Started

• First, customize the databases to match your needs by adding or modifying properties
• Import your existing contacts into the Contacts database
• Begin adding appointments to the Appointments database

Using the Appointments Database

The Appointments database comes with three pre-configured views:

• Appointments to schedule: This view automatically shows all appointments without a set date. Use it to track appointments you still need to book
• Scheduled appointments: Once you set a date for an appointment, it will automatically appear in this view. It shows all your confirmed upcoming appointments
• All: Access a complete history of past and future appointments, regardless of scheduling status

Appointment Status Logic

• An appointment is considered "To Schedule" when it's created without a date
• As soon as you add a date, it automatically becomes a "Scheduled" appointment
• You can track the scheduling progress using status properties

Reminder Date Feature

• The reminder date indicates when you should make the call or contact to schedule the appointment
• Use this feature to:
• Remember when to call for scheduling (e.g., "Call on January 30th to schedule annual checkup")
• Track when specific providers open their scheduling windows
• Manage advance booking requirements for different types of appointments

Pro tip: Some healthcare providers only schedule 3-6 months in advance, so set your reminder date accordingly.

Managing Contacts

The Contacts database serves as your central address book:

• Add all relevant contact information for service providers
• Link contacts to appointments for easy reference
• Organize contacts by category or type of service

Best Practices

• Create appointments even before you have a confirmed date to keep track of what needs scheduling
• Set reminder dates based on provider scheduling policies
• Add notes about specific scheduling requirements or preferences
• Maintain up-to-date contact information

Customization Tips

• Add custom fields to track specific information relevant to your needs
• Create additional views to organize appointments by category or priority
• Use filters and sorts to find information quickly
• Add tags to categorize appointments and contacts

With consistent use, this template will help you stay organized and never miss an important appointment again.

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Appointments Database

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The Appointments database helps you track both upcoming and past appointments. Use it to schedule various appointments, from medical checkups to home services. Each entry can include details like date, time, location, and any special notes or preparation required.

You can view your appointments in different ways:

• Appointments to schedule - Shows pending appointments that need booking
• Scheduled appointments - Displays confirmed upcoming appointments
• All - A complete overview of past and future appointments

Appointments

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Contacts Database

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The Contacts database stores information about all your service providers and important contacts. Keep track of phone numbers, email addresses, and other relevant details for healthcare providers, maintenance services, and other professionals you regularly interact with.

Link your contacts directly to appointments for easy reference and quick access to contact information when needed.

Contacts