Viewing Calendar Appointments

  1. On the Home Page - Service form, select Calendar.

    The Calendar - Service form opens, listing the appointments for the current partner.

  2. Select whether you want to view the calendar by day, week, or month.
  3. To view additional information about an appointment, double-click or double tap an appointment to launch the Appointment Detail - Service form.
  4. Optionally, select Create Appointment to launch the New Appointment - Service form, where you can create a new appointment. This feature is useful when a follow-up appointment is needed.
Related topics