Filtering Clients for Processing

The tree on the left side usually displays a subset of your appointments; typically just the past month.
This has the effect of making the tree much smaller and makes it easier to select appointments and clients.

A major reason for filtering is that it defines the data to be processed.

You can specify the appointments to be displayed and processed by setting values in the Filter panel at the top of the window and clicking the filter button.

The various fields are used as follows: