How to Book an Appointment Through the Timeline

Steps to Book an Appointment from the Timeline

1. In the left sidebar, click the people icon to open the Clients module.

2. Click on the client's name to open their timeline.

3. Click on the "Appointments" tab.

4. Click the calendar icon with a "+" to create a new appointment.

5. A form will appear. Complete the fields.

6. Click "Save".

Note: Once saved, the appointment will appear in the Calendar and reminder workflows will begin automatically if enabled.