Appointment Scheduling
Effortlessly Schedule Appointments in Wakanda Business: A Simple 5-Step Process
Ini Dickson
Last Update 6 months ago
Scheduling an appointment in Wakanda Business is a straightforward process that can be completed in just five easy steps. Whether for meetings, consultations, or other engagements, follow the instructions below to effectively manage your appointments.
Steps to Schedule an Appointment
Go to the Calendar Module
- Navigate to the Calendar Module of the CRM.
- Click on the "Add Appointment" button to start scheduling.
Fill the Appointment Form
- Complete the appointment form by providing all necessary information:
- Title
- Description
- Location
- Venue
- Date and Time of Appointment
- Set Recurrence (if applicable)
- If you are recreating a recurring appointment, ensure that you set the appropriate repeat value (e.g., daily, weekly, monthly).
Assign Customer or Business
- Don’t forget to assign the corresponding customer or business to the appointment.
- For guidance on creating a customer or business, please refer to the help documentation.
Send Reminders
- You can send reminders to all parties involved in the appointment to ensure everyone is informed.
Common Issues and How to Resolve Them
Unable to Add an Appointment
- Ensure all required fields in the appointment form are completed.
- If you still face issues, refresh the page and try again.
Problems with Recurring Appointments
Not Seeing the Assigned Customer or Business
- Make sure the customer or business has been created in the system.
- Check the help documentation for instructions on adding customers or businesses.