Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

...

...

...

...

...

...

...

...

...

...

...

...

...

...

...

...

...

hiddentrue

...

...

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

...

Source Document URL:

...

Appointment App. - History User Guide - kb/3458

...

Salesforce KB URL:

...

N/A

Anchor
_92xhcopuf1qr
_92xhcopuf1qr
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.

Accessing Appointment History within the Appointment Scheduler

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

Browser

TeamHub

  • From the browser access the TeamHub apps via app.sangoma.com  

  • Select Scheduler in the left navigation bar.

  • From the TeamHub webpage or TeamHub app, click Home in the left sidebar.

  • Click the View Apps button within the Apps gallery section.

  • Click the ( OPEN ) button in the Appointment Scheduler section.

  • Click History in the left side panel.

  • A list of previously scheduled Appointments is displayed.

Anchor
_784gnm1hsqjk
_784gnm1hsqjk
Appointment Actions

...

Add an Appointment:

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

  • Follow the steps in the Add / Edit Appointment sectionUser Guide.

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.

Page Properties
hiddentrue