Managing Appointments

New in Version 7.0: Users will be walked through a series of pages to create an appointment, and then select the date, and time on the displayed calendar.

Create a New Appointment

  1. Go to Appointments > View/Schedule Appointments in the menu. 
  2. Select New Appointment.
  3. Enter the Customer name and click Search.
  4. Select the customer's name from the populated list or create a new customer by clicking the New Customer button.
  5. Verify the customer's email and mobile phone number then click continue.
  6. Select the location, queue, service requested, and assigned user if necessary.
  7. Click Continue.
  8. Select the appointment date and time from the calendar.
  9. Choose the appointment type (whether in person, or virtual).
  10. Enter any custom field answers or necessary comments.
  11. Select Continue.
  12. Review the information selected. If you need to make changes, click the back button.
  13. Once you've verified the information, click Schedule Appointment.

Modify an Appointment

  1. Go to Appointments > View/Schedule Appointments in the menu.
  2. Enter the confirmation ID, select the date range and click Search.
  3. Locate the customer from the list and click on it. 
  4. Select Update Appointment to make changes or select Cancel Appointment to cancel.
  5. If updating the appointment, be sure to save any changes made.

Cancel an Appointment

  1. Go to Appointments > View/Schedule in the menu.
  2. Enter the appointment confirmation ID, or the date range and click Search.
  3. Locate the customer's name from the list and check the box next to it (as shown below).
  4. Click Cancel All Selected.
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