Searching created appointments

Updated 2 weeks ago by BCH Digital Support

You can search for an appointment by the recipients name, number, between appointment dates and any Mail Merge item.

When you find the appointment you are looking for click on the View button

You will now have the opportunity to class the appointment as Attended, DNA (Did Not Attend) or Cancelled.

This will mark the entry on the Search page from Scheduled to which ever class you clicked, eg if you click Attended:

If you have any email addresses setup in the Template Setup an email will also be sent to that address.

If you use the Pro version with an 07 long number setup these entries will automatically be updated with Cancelled if the recipient messages back CANCEL.


How did we do?