Editing or Viewing a Client’s appointment from the Client’s CRM Page

To edit or view an individual client’s appointment bookings (past and present) from the client’s CRM page, do the following:

Go to menu item FIND
Locate the client
Go to the client’s third tab: APPOINTMENTS (or a similar name depending on your industry)
Click on the EDIT APPOINTMENT button next to the relevant appointment you want to view or edit
The Appointment Booking will open. Edit or view it as needed
Save

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