Appointment Scheduler - Appointment History User Guide
- Bob Young
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 |
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Click History in the left side panel.
A list of previously scheduled Appointments is displayed.
Appointment Actions
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.