Check for New Appointments
CLOUDE8
11 steps
50 seconds
Cloude8
Scribe
1
Login into your ERP system [https://(Your Company Name)-erp.cloude8.com/](https://performanz-erp.cloude8.com/)
2
Click "Login"
3
Login with your username and password
4
Click the "Search or type a command (Ctrl + G)" field and type "appointment"
5
Click "Appointment List"
6
Click on a new appointment
7
The requested day and AM/PM block
8
Details of requested service
9
Customer details and phone number
10
After calling with customer and creating the booking in Plato, change the status to Closed
11
Save the appointment
Check for New Appointments
CLOUDE8
11 steps
50 seconds
Cloude8
Scribe
1
Login into your ERP system [https://(Your Company Name)-erp.cloude8.com/](https://performanz-erp.cloude8.com/)
2
Click "Login"
3
Login with your username and password
4
Click the "Search or type a command (Ctrl + G)" field and type "appointment"
5
Click "Appointment List"
6
Click on a new appointment
7
The requested day and AM/PM block
8
Details of requested service
9
Customer details and phone number
10
After calling with customer and creating the booking in Plato, change the status to Closed
11
Save the appointment
