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Overview

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Appointment Actions

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Add an Appointment:

  • Click the ( + APPOINTMENT ) button in the top right corner.

  • Follow the steps in the Add / Edit Appointment section.

Communicate / Send a Message:

  • Click the Action ( ) icon to the right of the desired appointment and select Communicate.

  • Enter the Message and click the ( Send ) button.

Update Appointment Status:

  • Click the Action ( ) icon to the right of the existing appointment and select Update Status.

  • Select a New Status and click the ( Save ) button.

Edit an Appointment:

  • Click the Action ( ) icon to the right of the existing appointment and select Edit.

  • Follow the steps in the Appointment User Guide.

Delete an Appointment:

Click the Action ( ) icon to the right of the existing appointment and select Delete.

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