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Find Appointments within a Contact

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Angie | PurpleCow Digital
Updated 1 year ago

You can manage appointments for specific contacts by going into the "Contacts" tab.

 

Select the Specific Contact

Select the contact by clicking on their name. This will open the full contact menu.

 

Go to Appointment

On the right side menu, click on "Appointment". This will show you all of the appointments booked with that specific contact.

PRO TIP: The latest appointments will show at the top.

 

Add A New Appointment

You can add a new appointment by clicking on "+Add New"

Edit Existing Appointments

You can update appointments by clicking on the pencil icon.

Save Changes

Choose the new date and time for your appointments.

Then, click on "Save Appointment" once you've finished editing.

 

Delete Appointments

You can delete appointments by clicking on the bin icon.

Click on "OK" to confirm.

 

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