Navigate to a client's appointment
Click Client Tools.
Click Find.
Click Show All.
Use the search box to enter the client’s name.
Under Actions, click Case Data.
Create a New Appointment
Click New Appointment.
Fill in the appointment details with the below table.
Choose how to notify the client:
Click New Email Alert or New SMS Alert.
Date/Time | Use the calendar button to select the date and time of the appointment. |
Owner | Select the owner of the appointment. |
Type of Visit | Select the type of appointment or visit. |
Outcome | Leave as blank. |
Appointment Notes | Add any further information required for the appointment. |
Set up an email notification
Click the calendar button to choose when the email should be sent.
Confirm or edit the email address in the "To" field.
Enter a subject for the email.
Write your message in the message box.
Click OK.
Review all appointment details.
Click Save Changes.
Set up a text notification
Click the calendar button to choose when the SMS should be sent.
Confirm or edit the mobile number.
Write your message in the message box.
Click OK.
Review all appointment details.
Click Save Changes.