How To: Schedule an Appointment

1. Select Appointments in the Opportunities Menu from the top navbar.

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2. Click the blue add button to begin collecting the customer's information.

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3. Begin typing the customer's name to pull from an existing customer entry or select or add the new contact to your system. After adding a new contact, you will be taken back to the Appointment screen to fill out date, time, and service requested. Any information you add will be noted on the ticket.

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4. Once you've created the appointment, you will go back to the Appointments screen, where you can view your customer.

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5. Change appointment views at the top of the appointment list.

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On the Appointments page, it is possible to search appointments by Name, Device, Request Type, and more. You can also edit or cancel upcoming appointments and even start an appointment if a customer decides to come in at an earlier time.

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