Appointments

A customer visit moves to the next morning. The team needs the original appointment, assigned person and revised time.

Prepare the visit

Enter a recognizable subject, customer and requested service. Assign a team member and time slot so others can find the visit in the schedule.

Update the existing appointment. Check the team member’s availability and notify the customer through the agreed channel to avoid duplicate visits.

Update the status once the visit ends. If work remains, agree on a follow-up slot and specify the action needed.