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Appointment View

Sending appointment reminders & appointment activity

Written by Kim
Updated over a week ago
  1. At a glance you have all the appointment information visible: Date, time, brands attending, season, location, sales rep(s), description, contacts, and activity. 

  2. Contacts - send a reminder individually, or to all contacts listed that are attending the appointment. Note that once a reminder is sent, the button will show that a reminder has been sent. 

  3. Activity - Once an appointment has been created, any changes to the appointment will be logged under activity. 

  4. To make changes to the appointment itself, click "edit"

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