I know I am posting a little late in this thread, but we did actually create a very nice appointment scheduler within acccess. We followed the steps roughly outline dbelow:
1. Create a recordset of appointment slots for the next several years. We used a quick excell program to generate these records, which started at 8:00am every 15 minutes until 8:00pm for three years (i have attached the excell file). After the file generates, you need to a add fields for the specific representative id# in every record. Use excell cut & paste to add this id# value to each record
2. You need to repeat this process and create a separate worksheet for each provider or representative.
3. Import each of the worksheets from the excel file into a base appointments table in your database. Add any other needed fields to the appintments table (reason (lookup field), notes (memo field), client name (lookup field), etc...
3. Build a query that Links the representative # field in the appts table to a cooresponding field in the representative table. Add Representative name to the query
4. Build a Main Appointments form form with a calander control.
5. Add a subform (single form) displaying records from the clients table.
6. Add a combo box that displays the representatives names on the Appts main form.
7. add a subform (Continuous) displaying appointment slots from the appointments query, and make the recordsource on the query tied to the calander control date value (you might need to first create a date field on the main form tied to the calander control) as well as the representative name displayed on the main form. When you use the subform control to insert the appts subform, it should prompt you to select records based on values on the main form (use both the date and client fields to tie it)
8. Create command button on the appts sub form that inserts the client name from the client sub form record.
In this way your appointments subform only displays the date reflected in the calander control, and only those records for that specific representative selected on the main form.
Anyway, It's just one way to do it. I am sure I left things out but you get the idea.
Hope it helps
jackson
1. Create a recordset of appointment slots for the next several years. We used a quick excell program to generate these records, which started at 8:00am every 15 minutes until 8:00pm for three years (i have attached the excell file). After the file generates, you need to a add fields for the specific representative id# in every record. Use excell cut & paste to add this id# value to each record
2. You need to repeat this process and create a separate worksheet for each provider or representative.
3. Import each of the worksheets from the excel file into a base appointments table in your database. Add any other needed fields to the appintments table (reason (lookup field), notes (memo field), client name (lookup field), etc...
3. Build a query that Links the representative # field in the appts table to a cooresponding field in the representative table. Add Representative name to the query
4. Build a Main Appointments form form with a calander control.
5. Add a subform (single form) displaying records from the clients table.
6. Add a combo box that displays the representatives names on the Appts main form.
7. add a subform (Continuous) displaying appointment slots from the appointments query, and make the recordsource on the query tied to the calander control date value (you might need to first create a date field on the main form tied to the calander control) as well as the representative name displayed on the main form. When you use the subform control to insert the appts subform, it should prompt you to select records based on values on the main form (use both the date and client fields to tie it)
8. Create command button on the appts sub form that inserts the client name from the client sub form record.
In this way your appointments subform only displays the date reflected in the calander control, and only those records for that specific representative selected on the main form.
Anyway, It's just one way to do it. I am sure I left things out but you get the idea.
Hope it helps
jackson