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hiddentrue

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Drupal URL:

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https://knowledge.star2star.com/kb/3458

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Source Document URL:

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Appointment App. - History User Guide - kb/3458

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Salesforce KB URL:

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Overview

The Appointment History function lists the appointment history for the selected configuration. The following actions can be taken on a selected appointment:

  • Send a message to the appointment contact.

  • Update the appointment status.

  • Edit the appointment details.

  • Delete the appointment.

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Appointment Actions

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Add an Appointment:

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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