How To Use And Set Appointments

To use and set Appointments, please follow the steps below.

Step 1. Navigate to the "Prospects" tab and click "Appointments" under the main menu.

Step 2. Click the Options Icon for the desired appointment.

Step 3. Choose an option:

• • Edit Appointment: Modify appointment details.
  • No Show: Mark the appointment as a no-show.
  • Close Appointment: Complete the appointment.
  • Cancel Appointment: Cancel the appointment.
  • Delete Appointment: Remove the appointment (requires permission).

Step 1

Step 2