Schedule Appointments

Schedule Appointments

How to Schedule Appointments

Contact Module
  1. Open the Contact (or Customer) that you would like to schedule an appointment for
  2. Click on "Appointments" (located near the bottom of the screen) 

  3. Click on the "New" icon (located on the upper right-hand corner of the screen) 

  4. Enter in the necessary information
    1. Date/Time
    2. General Information
    3. Location
    4. Additional Information
  5. Click on "Create" 






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