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4.17 Appointment History


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The Appointments screen allows you to view all of the appointments that the employee is a part of. From this list you can create new appointments, view and edit the appointment details, or delete the appointment if you the appropriate security permissions.

Appointments and Planned Appointments

You will notice that there are two new buttons on the appointment screen: New Planned Appointment  and New Appointment.  There are also buttons that allow you to convert a planned appointment into an appointment, and vice versa.

So what is the difference between a planned appointment and an appointment?

A planned appointment is one that you know you have to schedule, but have yet to book. This is useful for keeping track of things that you have to talk about, but haven't had a change to setup, or are not yet ready to schedule. An appointment is one that is completely booked. There is a set date and time when you will meet with one or more people.

Below is a screen view of what the history of Employee Appointments will look like.

A complete history of any appointments that a Employee has participated in will be kept in the main window and stored by Category. Clicking on each Category will show a detailed list of Appointments under that Category since the Employee profile was created. Clicking on any one of them will show any additional detail within that specific appointment.

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