Homepage Overview
When you first login to Pirouette, you are immediately taken to your homepage where you can see:
- appointments you have scheduled for the day
- announcements from Roxy Software
- messages received from other Pirouette users
- outstanding tasks and their due date
To open a specific item, like an appointment, simply select the item. Appointments, messages and tasks will each be covered separately in more detail.
The Announcements section shows the most recent announcements from Roxy Software. Select any announcement to go to the Roxy website, where you can view additional details.
The lower left section of your homepage shows client files you recently had open; click on any of the names to open the file.
At the top of your screen are the Menu and Actions buttons, which allow you to navigate and create new files within the system.
Remember that once you start opening files in Pirouette, you need to close all of those files in order to return to your homepage.
Tip: note the Create icon for creating a new record, located in the upper right corner of some lists:
Whenever you see this icon, you can select it to enter a new record in the list.