How to Print Daily Appointment Schedule

In this article, we'll walk you through the process of printing a daily appointment schedule in your Pabau account.

Step 1: Navigate to Calendar

Begin by logging into your Pabau account and in the left sidebar menu, locate and click on "Calendar" to access your schedule.

Step 2: Open Calendar Settings

In the top right corner of the calendar, next to the calendar view mode, you'll find a cogwheel icon. Click on this icon to open the calendar settings options.

Step 3: Access Print Options

Within the calendar settings, click on the "Clinic List" option. This will open a side panel where you can customise the information that will appear on the printed version of your daily appointment schedule.

Step 4: Customize Printing Preferences

After opening the ''Clinic List'', a panel will appear on the right side of the screen where you can fully customize how the daily schedule is displayed before printing.

Here’s a breakdown of the available options:

• Date Selector
  At the top of the panel, choose the date for which you want to print the schedule.

  
  
  
• Employee Dropdown
  Select one or multiple employees whose appointments you want to include. This is helpful if you're printing schedules for individual practitioners or departments.

• Column Filters
  You can choose which details to include in the printout by ticking or unticking various columns. Available options include:

  • Time

  • Location

  • Date of birth

  • Address

  • Mobile number

  • And more

• Day Summary
  Use the dropdown to show or hide the day summary. When enabled, this section provides a high-level overview of the day's appointments and practitioners.

  

• Break Page After Summary
  Choose whether to insert a page break after the summary section. This is useful if you want the detailed schedule to begin on a new page.

  

• Show Locations
  Filter appointments by clinic location. You can select one or more locations to include only the relevant data.

  

Once you've configured your preferences, the Clinic List view will update to reflect your selections. If the summary is enabled, you'll see:

• A count of total appointments

• A count of practitioners with scheduled appointments

Below the summary, the appointment details will be listed based on the selected columns and filters, ready for review or printing.

Step 5: Print the Schedule

To print the configured schedule, click the ''printer icon'' located in the top-right corner of the Clinic List panel. If preferred, you can also choose to email the schedule directly to selected staff members from the same panel.

This will open your browser’s print preview window, where you can adjust how the schedule will appear before printing or saving.

Here’s what you can configure:

• Destination
  Choose where to send the document — for example, to a physical printer or to save it as a PDF.

• Pages
  Select whether to print all pages or a specific range.

• Layout
  Choose between Portrait or Landscape orientation depending on how you want the schedule formatted.

• Colour
  Decide whether to print in Colour or Black and White.

Click ''More settings'' to fine-tune additional options:

• Paper size (e.g., A4, Letter)

• Pages per sheet (e.g., print multiple pages on one sheet)

• Margins (Default, None, Minimum, or Custom)

• Scale (Adjust the size of the content to better fit the page)

• Options (Enable or disable headers and footers or include background graphics, such as logos or shaded sections)

Once everything looks correct, click the final ''Print'' button to print the schedule — or choose ''Save as PDF'' if you'd prefer to store it digitally.

By following the outlined steps, you can customize the schedule to include relevant information and efficiently manage your daily appointments.