ProConnect HelpIntuit HelpIntuit

Using the Lacerte Appointment Manager

SOLVEDby IntuitLacerte TaxUpdated December 09, 2022

Table of contents:

To set up a one time appointment
To set up a recurring appointment
How to delete an appointment in the Intuit ProConnect Lacerte program
How to set up appointment defaults
How do I print existing appointments in Lacerte?
How do I use the To-Do List in the Lacerte Appointment Manager?

To set up a one time appointment:

  1. From the Tools menu, select Appointments (or press Ctrl+F5).
  2. Click on Appointments from the Appointment Manager window.
  3. Click on Insert.
  4. Select the Preparer from the drop down menu.
  5. Locate the Client Name field.
  6. Click on Browse and select a client from the Browse Clients window.
    • Once a client is selected from the list, Lacerte should populate the Client Number, Client Name and Phone number.
  7. Select the desired Appointment Type.
  8. Select or enter a Location.
  9. Enter any Comments (if applicable).
  10. Enter the appointment date in the Start Date field.
    • You can click on the box to the right of the date to select the date from a calendar view.
  11. Enter the Start Time.
  12. Enter the End Time.
  13. Click OK.

Back to Table of Contents
PCG_ASSET_spacer_11px.png

To set up a recurring appointment:

Note: When setting an appointment to recur on a specific date, Lacerte will not automatically adjust for weekends. To avoid this, make sure to set the appointment to recur on a specific day of the week.

  1. From the Tools menu, select Appointments (or press Ctrl+F5).
  2. Click on Appointments from the Appointment Manager window.
  3. Select Recurring.
  4. Select the Preparer from the drop down menu.
  5. Locate the Client Name field.
  6. Click on Browse and select a client from the Browse Clients window.
    • Once a client is selected from the list, Lacerte should populate the Client Number, Client Name and Phone number.
  7. Select the desired Appointment Type.
  8. Select or enter a Location.
  9. Enter any Comments (if applicable).
  10. Enter the Start Date.
  11. Enter the End Date.
    • Enter the future End Date. For instance, If you are setting up a recurring monthly meeting that should go until the end of the next calendar year, you would want to select the next year as your End Date.
    • To create an appointment for March 15 from 2020-2025, enter the Start Date of 03/15/2020 and the End Date of 03/15/2025.
  12. Enter the Start Time.
  13. Enter the End Time.
  14. Select the applicable Occurs option:
    • Daily:
      1. Enter or select the Daily occurrence in Every __ days.
      2. Click OK.
    • Weekly:
      1. Enter or select the Weekly occurrence in Every __ weeks.
      2. Select the Day of the Week.
      3. Click OK.
    • Monthly:
      1. Click on the applicable radio button for the Monthly occurrence.
      2. Select the applicable criteria for the Monthly occurrence.
      3. Click OK.
      4. Example 1: If you want to setup a monthly meeting on the 5th of every other month
        1. Click on the first radio button.
        2. Select or enter 5 in the first field.
        3. Select or enter 2 in the second field.
          The occurrence should read as, Day 5 of every 2 month(s).
      5. Example 2: If you want to setup an appointment to recur on the last day of every 12 months.
        1. Click on the second radio button.
        2. Select Last from the first field.
        3. Select Day from the second field.
        4. Select or enter 12 in the third field.
          The occurrence should read as, The Last Day of every 12 month(s).
  1. Click OK once the appointment is complete.

Back to Table of Contents
PCG_ASSET_spacer_11px.png

How to delete an appointment in Lacerte

Follow the steps below to delete an appointment for a client in Lacerte.

  1. Select the Tools menu and choose Appointments.
  2. Locate the appointment for your client in the Day or Week tab, or in the Clients tab click the Browse button to locate the client in which you would like to delete the appointment.
    • Note: You can display a different Day or Week by clicking the left and right arrow buttons just above the calendar.
  3. Right-click the client's appointment and choose Delete Appointment.
  4. The Confirm dialog box will appear stating "Delete appointment for ClientName?" with the following options to choose:
    • Yes - The appointment will be deleted from the Appointment Manger database.
    • No - The appointment will not be deleted from the Appointment Manager database.
    • Cancel - The Confirm dialog screen is closed and the appointment will not be deleted from the Appointment Manager database.

Note: If you select Yes for a client that has recurring appointments, an additional Confirm dialog box will appear stating "This is a recurring appointment.  Delete all recurring appointments for ClientName?"

  • If you want to delete all of the recurring appointments in this series, click Yes. The program deletes all the appointments.
  • If you only want to delete this one appointment in the series, click No. The program deletes only the selected appointment.

Back to Table of Contents
PCG_ASSET_spacer_11px.png

How to set up appointment defaults

  1. On the Appointment Manager Tools menu, click Setup.
  2. In the Times section, click the arrows to set the Start Time and Duration in minutes for appointments.
  3. In the All Preparers Tab section, click the arrows to set the maximum of preparers number (up to six) that the program displays on the All Preparers tab.

Click Defaults to restore the Lacerte default settings for the Appointment Manager. Appointments can be from 15 minutes to 24 hours long.

Back to Table of Contents
PCG_ASSET_spacer_11px.png

How do I print existing appointments in Lacerte?

  1. Click on Tools.
  2. Click on Appointments.
  3. Click on the tab for the list of appointments you would like to print:
    • Day
    • Week
    • Month
    • Client
    • All Preparers 
      • Note: If you would like to include the client phone numbers on the report, select the Day or All Preparers tab. The Month tab will print only the total number of appointments for each day of the month selected.
  4. Select the Preparer or All Preparers from the drop down menu. 
  5. Click on File.
  6. Select Print Current Page or Print All Appointments.
    • The Print Current Page will print the appointments listed in the current Day, Week or Month tab selected.
    • The Print All Appointments will print all appointments, including recurring appointments if applicable, but will not include the clients phone number.

Back to Table of Contents
PCG_ASSET_spacer_11px.png

How do I use the To-Do List in the Lacerte Appointment Manager?

The To-Do List tab can be used to create a list of tasks and organize by priority. To create a To-Do task:

  1. Click on Tools.
  2. Select Appointments. Or Press F5 on your keyboard.
  3. Click on the To-Do List tab.
  4. Select All Preparers or a specific Preparer from the Preparer drop down menu or.
  5. Click on Add at the bottom of the window to create a new task
  6. Enter a Description.
  7. Set the Priority (0-99).
    • The To-Do List tasks will appear in the order of the Priority set.

The To-Do list tasks will continue day to day until completed. Check the box next to the Description to indicate a task is complete. After the box is checked, the task will remain in your list until the Appointment Manager is closed and re-opened.

Back to Table of Contents
PCG_ASSET_spacer_11px.png

Was this helpful?

You must sign in to vote, reply, or post
Lacerte Tax

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.

More like this