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Overview

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• Send a message to the appointment contact.

• Update the appointment status.

• Edit the appointment details.

• Delete the appointment.

How to Accessing Appointment History within the Appointment Scheduler

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

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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 Appointment User Guide.

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 Appointment User Guide.

⑤ Delete an Appointment:

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

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