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The Appointment Scheduler can be accessed directly using a browser and also within TeamHub. 

• A list of upcoming appointments is displayed with the option to add new appointments.

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Appointment Actions

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① Add an Appointment:

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

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

② 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.

③ 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.

④ Edit an Appointment:

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

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

⑤ Delete an Appointment:

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

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• Search and select the person for this appointment from the Contacts list.

• If the person is not in the current Contact list, click the ( + NEW CONTACT ) button and follow the steps in the Add New Contacts section below.

• Any additional appointment fields that have been configured will be presented below the contact field (Example: Comments).

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How to view or update past Appointments

• Access the TeamHub apps via https://teamhub.sangoma.com/home/cpaasand select Appointment Reminder.

• Click on History in the left side panel.

• Select the desired Configuration.

• A list of past appointments is displayed with the option to add new appointments.

• Click the Action ( ⋮ ) icon.

• Follow the instructions in the Appointment Actions section to perform the following action:

  • Communicate

  • Update Status

  • Edit

  • Delete

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