Managing Appointments

• Note: Before you start, make sure to [activate the client Follow-Up App] in your account.

1. Adding an Appointment

1. Click on “Clients” from the main menu.
2. Click on “Appointments”.
3. Click on the “New Appointment” button.
4. Select the “Client” from the account client list.
5. Set the date and time of the appointment from the “Date” field.
6. Enter the “Duration” value to set the period the appointment will take.
7. Select the required action from the “Actions” list.
8. Add “Notes” for the appointment in the attached text editor with formatting tools.
9. You can choose from a set of available options such as:
   • Share with Client: Send appointment details to the client’s page
     • Note: For the client to view the appointment, the permission to view appointments must be set on their page. For more details, refer to the guide “Client Settings“
   • Recurring: The appointment will be repeated at fixed intervals until a specified date.
   • Assign to staff members: One or more employees are chosen to view and follow up on the appointment with the client.
     • Note: This employee needs to be a (user) and be able to use the account.
       • Refer to the guide [“Adding a User“].
       • See the topic [“The Difference Between an Employee and a User in Daftra“].
10. Click on the “Save” button.

2. Modifying an Appointment

1. Click on “Clients” from the main menu.
2. Click on “Appointments”.
3. Click on the actions button “…” next to the desired appointment and select “Edit” from the dropdown.
4. Make the necessary changes.
5. Click on the “Save” button.

3. Deleting an Appointment

1. Click on “Clients” from the main menu.
2. Click on “Appointments”.
3. Click on the actions button “…” next to the appointment you want to delete and select “Delete” from the dropdown.
4. Click on the “Yes” button when the delete confirmation message appears.