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How to Create Appointments from the Customer's Page
How to Create Appointments from the Customer's Page
Natalia avatar
Written by Natalia
Updated over 2 years ago

  • Using the search bar, search for the customer.

  • Click on the customer's name on the results to go in his/her profile.

  • Click on the Actions button then select Add Appointment.

  • Fill in the necessary items such as, but is not limited to, the time and recurrence, the address, and the cleaner assigned

  • Click on Create Appointment when done.

Keywords:
create appointment using customer, customer appointment creation, create schedule using customer, customer schedule creation, create appointment using contact, contact appointment creation

Updated by Mina on 11/20/2022.

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