Appointment Scheduler - Appointment History User Guide

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. 

• 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.