Appointments: Overview


The Appointments feature can be used to set and track associate appointments.  Appointments can be set for specific associates or left open for any associate to take, and can be linked to customers or non-customers.  Additionally, you can use Notifications to to automatically send reminders of upcoming appointments via text or email.

Appointments can be accessed from the following places:

  • Associate Menu
     
  • Point of Sale
     
  • Customer Record
     
  • Opportunities
     
  • Calendar

 

Updated on Mon, 14 Apr 2025 by Dominick Mastri

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