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Is there a way to print an appointment letter for each client?

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Level 15

You can use Lacerte's appointment scheduling or you can manually enter appointments in Screen 3 (organizer miscellaneous) .

This info will then print on page one of the organizer (upper right corner).

Alternatively, create an additional client letter that says what you want.  Change the settings to *point* at that letter & print either individually or batch.   The issue with this is that you'd have to change the letter for each client to detail their specific appointment (I think... I don't believe there's a 'key word' you could use).

If you go this route, make sure you DON'T overwrite the default client letter.

Former Chump... umm.... AllStar.
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