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:

1. Click on “Clients” from the main menu.
2. Click on “Mange Clients”.
3. Click on the desired client’s profile.
4. Click on the button “Schedule Appointment” within the client’s profile.
5. 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“.
6. Click on the “Save” button.