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    Help on ADI-diary.NET

    Help on ADI-mini-diary

    Quick Start

    Customer Support

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Bookings


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Export Module

Filter Module

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Quick Start

The Quick Start page gives you only a minium knowledge to operate ADI-diary.NET. To use all potential of this powerful software, please read other chapters of ADI-diary.NET knowledge base.

Creating your new Diary

  1. Drop main menu — File
  2. Select New
  3. In the Create New Diary dialog box, type the name of your new diary
  4. Click OK

Entering a new pupil

  1. Drop main menu — Profiles
  2. Select New Pupil
  3. Type the pupil's First Name
  4. Click New Pupil button
  5. In the Pupil Profile dialog box, enter pupil's surname and all other details
  6. Select Settings page

  7. Initially, all rates are set to the default values (see Default Rates)
    If necessary change the rates. The rates on the Setting page apply to the selected pupil only.
  8. Select the Course for the pupil
  9. Select Licence page

  10. Enter the details for your reference
  11. Select Marketing page

  12. Choose — How did you hear about us?
  13. Click Exit

Pupil selection
There are two ways to select a pupil:

  • from the Pupil Selection Bar in the top-right corner and
  • from the Filter List

The Filter has a priority. If the Filter List is visible then all operations apply to the selected pupil in the List – if not – then to the bar in the top-right corner

To select a pupil from the Selection Bar

  1. F3 key
  2. Menu Profiles – Select Pupil
  3. Double click on the bar
  4. Click on the bar's ellipsis button

To select a pupil from the Filter List

F4 key will toggle the List visibility. The Filter List has an incremental find feature.

Book a Lesson

  • Double click on any available time slot. Block Booking dialog box appears. Set number of lessons, time and days and click Book All

  • From the Filter List, drag & drop a pupil to any available time slot. Hold Control key if you want a 2 hour lesson.
  • To edit a lesson, double click on a booked slot on the diary

To book a test

  1. Select available time slot on the diary
  2. Press Ctrl+T key
  3. Book Driving Test dialog box appears with the date and time you have just selected
  4. Choose Driving Test Centre and click OK

One click test

  1. Select available time slot on the diary
  2. Hold Control Key and click right mouse button
  3. Menu with the list of available Test Centres appears
  4. Click the time
  5. The test with default values will be booked into the diary

To change default values Default Test
To create invoice for the booked lesson or driving test Press F6 key.
To see the invoice press F6 again. A dialog box with the message: 'An Invoice for this lesson already exists. Do you want to view the Invoice', click Yes.

 

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