How to Modify an Appointment

The "Appointment" section offers a quick overview of both upcoming and previous appointments, allowing you to access detailed information and make adjustments to a contact's booking, even after it's been confirmed.

Modifying an Appointment

To begin, go to the Smart List under the Contact category. Select the name of the contact whose appointment you wish to modify.

After clicking on the contact's name, you'll be directed to the Contact Details page. Here, navigate to the Appointment tab.

To make edits, click on the Edit icon. Once you've made the necessary adjustments, click the Save Appointment button to confirm your changes.

This completes the process of modifying an appointment in the system.