View appointments for a specific client.

When an appointment is scheduled, tracks for that lead are cancelled if:

♦ There is no type defined for the track (lead/member/etc) This means that when an appointment is scheduled, all other non-lead-or-member-specific tracks will be canceled. In this case, the only tracks that you have that are non-lead-or-member-specific is the General Long-Term Communications track, however - this track will NOT cancel due to it having [...]

By |2019-04-11T17:50:07+00:00November 15th, 2018|, , |Comments Off on When an appointment is scheduled, tracks for that lead are cancelled if:

How do you schedule / reschedule an appointment?

You schedule an appointment by simply selecting a date/time from the picker (when adding a new lead), or clicking directly on the calendar either in the main calendar view or from the Calendar tab within the lead or member profile page. Take a look at the quick video on Rescheduling an Appointment! [...]

By |2018-11-20T21:13:52+00:00November 10th, 2018|, , |Comments Off on How do you schedule / reschedule an appointment?
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