- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Best Answer Click here
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Yes. Look for "bridging"
You do have to manipulate the appointments as they'll roll forward to a Saturday or Sunday.
It's not an extremely smooth/seamless process.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Here's just one thread (search for appointments) where I gave more detailed instructions:
@George4Tacks - can you find a help article on the topic? You are so, so good at it 🙂
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Thankfully Google has a good search engine.
found from https://www.google.com/search?q=lacerte+bridge+appointments
Answers are easy. Questions are hard!
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
You can alleviate some appointment angst by setting the recurring appointments using the second function in the frequency box to pick the day of the week.
For example after selecting the Start and Ending Dates and Times, I go to the Occurs box and select Monthly (stay with me) Then in the next box which now says Monthly on the top I can select the Third Wednesday of every 12 months.
Using this method the client will hold that spot on your calendar for as many years as you choose.
Now if Intuit could find a way to make the Appointment Manager dynamically update my Google calendar, I could regain about one full day each year.
