Appointments- Search & Edit (cloud)
Users may perform an appointment search by going to Search > Appointments, and entering the requested information. Search results will vary depending on how much information is entered. The less information entered into the search, the larger the yielded results.
- Go to Search > Appointments.
- Enter available information. At a minimum, Start and End dates must be entered.
- Click Search.
If your company has a LobbyCentral Appointments subscription, the Pending Approval section will detail any appointments that need approval by supervisors. For more information about LobbyCentral Appointments, please check out https://schedule.lobbycentral.com/, or email [email protected].
You may also review LobbyCentral Appointments Manual for questions regarding your LobbyCentral Appointments subscription.
Once the appointment search is submitted, a list of confirmed appointments will be displayed. The user may then select an appointment from the list and review it, or change/cancel it.
Appointment records detail the the customer's vital information, time and date of the appointment, the visit reason, any comments, and special requests.
Approve Pending Appointment
- Conduct an Appointment Search.
- Locate the appointment in the Pending Approval list.
- Select Review.
- Verify the appointment information, and click Approve.
An appointment may be modified while viewing the appointment record. Locate the appointment in the search list, and select Change / Cancel. Make any desired changes to the appointment and click Submit.
Note: All fields notated with a red asterisk (*) must be filled, in order to submit changes.
To cancel an appointment, simply click the Cancel Appointment button while viewing the appointment record.