Appointments – Customers

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2 min read

Where can I see the appointments I have added to my Customers?

1. To see the reminders you have added to your Customer, go to the ‘Customers’ section.

saphyte customers tab

2. Choose the Customer profile under the Customers List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number or email address to pull up the customer data, or just select the customer profile from the customers list.

saphyte search box

3. Click on the ‘Appointments’ tab. On the Appointments tab, you can find the tasks that have been applied to your Customer. The number beside the word ‘Appointments’ indicates how many tasks have been placed to your Customer. You can view the appointments set for today, upcoming days, next week, or all the appointments.

saphyte Appointments Tab

4. You can also add an appointment just by clicking on  ‘+ADD APPOINTMENT’.

saphyte add appointments

5. Fill in the necessary details as to the ‘Appointment Type’, ‘Scheduled Date’, ‘Time’, and the rest of the Appointment details.

saphyte appointment type

6. You can associate the appointment to your ‘Managers’ and ‘Team Members’.

saphyte managers

7. Once done, click on ‘SAVE’.

saphyte save appointments