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Appointments – Customers

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< 1 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.

Customers Appointment

2. Under the Customers List, choose the Customer profile you want to view.

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. By clicking each bar, it will give you the view of the items under each task.

Appointments Tab