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Accessing Appointments from the Customer Modal

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Bytimothy A
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Overview: 

Accessing appointments from the Customer Modal allows you to view and manage all scheduled meetings associated with a specific customer. This helps you track upcoming and past appointments, stay organized, and ensure timely follow-ups.

Follow these steps to access appointments from the Customer Modal: 

Step 1: Customer modals can be accessed anywhere on the site where a customer’s name appears, such as in the Contacts section.
Step 1: Customer modals can be accessed anywhere on the site where a customer’s name appears, such as in the Contacts section.

Step 2: Click on the customer’s name.

Step 2 : Click on the customer’s name.

Step 3: The Customer Modal will appear.

Step 3: The Customer Modal will appear.

Step 4: Click the Appointments tab under the Communications tab.

Step 4: Click the Appointments tab under the Communications tab.

Step 5: From here, you can manage the customer’s appointments, view existing ones, and add new appointments.

Step 5: From here, you can manage the customer’s appointments, view existing ones, and add new appointments.

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