Appointment Management

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Create an Appointment

Create Appointment on Contacts

  1. Click Appointments tab.
  2. Click New Appointment.

Create Appointment on Calendar

  1. Select any time range on the Calendar.
  2. Click Appointment on Event Dialog.
  3. Enter contact information.
  4. Click Save.

Update an Appointment

  1. Click on an appointment.
  2. Make your changes.
  3. Click Save.

Delete an Appointment

  1. Click on an appointment.
  2. Click Delete.

View Appointments

You can view your appointments on Contacts > Appointments tab and your Calendar.

Upcoming Appointments

You can see upcoming appointments in Contacts > Details tab.

Appointment Calendar

Your appointments will be created on default Appointment Calendar. You can change your appointment calendar on Application Settings.

Reminders

You can set each appointment reminders or set default reminders for the appointment calendar. Please see Reminders page for more information.

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