How to Edit, Update or Delete Appointments
Support Team
14 steps
2 minutes
1
Login to your CRM.
2
Click "Calendars"
3
Click "Appointments"
4
Locate and click on the appointment you wish to edit.
5
In the Contact's portal, on the right side, click on "Appointments".
6
This will show you a list of the Contact's past and upcoming appointments.
7
Click the pencil icon next to the appointment you wish to edit.
8
You can change the Calendar the appointment is associated with here.
9
You can click here to change the Start Date/Time.
10
You can click here to change the End Date/Time.
11
Click here to update the Status of the appointment.
12
Click the trash icon to delete an appointment entirely.
13
Hover over this icon to see where the appointment was booked.
14
Click "Save Appointment" to save any changes made.
How to Edit, Update or Delete Appointments
Support Team
14 steps
2 minutes
1
Login to your CRM.
2
Click "Calendars"
3
Click "Appointments"
4
Locate and click on the appointment you wish to edit.
5
In the Contact's portal, on the right side, click on "Appointments".
6
This will show you a list of the Contact's past and upcoming appointments.
7
Click the pencil icon next to the appointment you wish to edit.
8
You can change the Calendar the appointment is associated with here.
9
You can click here to change the Start Date/Time.
10
You can click here to change the End Date/Time.
11
Click here to update the Status of the appointment.
12
Click the trash icon to delete an appointment entirely.
13
Hover over this icon to see where the appointment was booked.
14
Click "Save Appointment" to save any changes made.
