Scheduling an Appointment with a Client
- Note: Before starting, make sure to activate the client follow-up app in your account.
To schedule an appointment with the client, follow the steps below:
- Click on “Clients” from the main menu.
- Click on “Mange Clients”.
- Click on the desired client’s profile.
- Click on the button “Schedule Appointment” within the client’s profile.
- Adjust the options and the date and time for the client’s appointment.
- For more details, you can refer to the guide “Adding an Appointment for the Client“.
- Click on the “Save” button.