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.
Appointment Actions
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 Appointment User Guide.
⑤ Delete an Appointment:
Click the Action ( ⋮ ) icon to the right of the existing appointment and select Delete.