How To: Change an Appointment

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

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2. Use the Edit button on the right side to make changes to your customer's appointment.

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3. After making your edits, save your changes.

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4. Appointment changes will be immediately reflected in the queue.

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Alternatively, you can click and drag an appointment to a different day, if that is the only change you need to make.

 

 

 

 

 

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