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How to Manage Customer Appointments

To view customer appointments

  1. While in the customer record, click Appointments.
    • Note: The list of appointments can be sorted by various columns (the usual arrow cursor changes to the hand cursor when a  sortable column is hovered over with the mouse). Click once on the column name and the Up-Arrow icon Screen Shot 2019-03-13 at 4.36.01 PM.png appears to indicate that the list is now in ascending order. Click a second time and the Down-Arrow icon Screen Shot 2019-03-13 at 4.45.35 PM.png appears to indicate that the list is in descending order.​​​​​​​

To edit customer appointments

  1. Click the Edit icon Screen Shot 2018-07-17 at 1.49.58 PM.png on the appointment row.
  2. Make any desired edits.
  3. Click Save.

Screen Shot 2018-11-09 at 12.07.25 PM.png

To delete customer appointments

  1. Click the Delete icon delete_icon.png on the appointment row.
  2. A confirmation message will appear.
  3. To confirm, click Delete.

 

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