Appointments- Search & Edit (cloud)
An agent may perform a search for appointments in LobbyCentral by going to Search > Appointments, and entering the requested information.
An appointment search will yield wider results, the less information that is entered. To narrow your search results, enter as much information, regarding the appointment, as possible.
Performing an Appointment Search
- Enter Start/End Search Dates, at a minimum.
- Click Search.
As with a Request History search, the more information you enter, the narrower the results will be. To yield a broader list, enter less detailed information.
If you have a LobbyCentral Appointments subscription, Pending Approval will detail any appointments that need approval from the user. You can find more information about LobbyCentral Appointments at https://schedule.lobbycentral.com/, or by sending your questions to firstname.lastname@example.org.
Please see the LobbyCentral Appointments Manual for information regarding your LobbyCentral Appointments subscription.
Once a search is initiated, a list of created appointments is displayed. The user may then select an appointment from the list, and review it, or change/cancel it.
Appointment records detail the time/date, reason for appointment, any comments, as well as, the customer's vital information, and special requests.
Approving a Pending Appointment
- Conduct an Appointment Search.
- Locate the appointment in the Pending Approval list.
- Select Review.
- Verify information, and click Approve.
Modifying An Appointment
An appointment can 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.
Canceling An Appointment
To cancel an appointment, simply click the Cancel Appointment button while viewing the Appointment Record.