Owner Extensions Update

The default weekly extension plan for each book owner defines how far in advance the books are active, and the default plan.

1. Select Owners Extensions from the Appointments Setup Menu.
   See - Vision Appointments Setup Menu.
   The Owner Extensions view displays.
   Note - Select the Show Inactive button at the top right to display inactive book owners. These show at the bottom of the list with Inactive to the right of their name.
   If you update the details for an inactive book owner, you will still need to activate them in the Book Owners section.  See - Modify Book Owners.
2. Click the book owner's name to select.

   

   The Edit option activates.

3. Select the Edit button.
   The Edit owner extension popup activates.
4. To set the number of weeks you wish the books to extend, by enter a value in the Weeks box.

   

5. Select the drop down arrow to display a pick list of plans.
6. Select a plan.
7. Select the Apply button to update.
8. The Owner Extensions view reflects the changes.

   

9. Select Save to save your changes, Reset to cancel any changes or Sort (A-Z) to reorder the list.