Appointments - Book New Appointment

This article explains how to manually schedule appointments in your CRM, including adding new contacts and setting up client meetings.

Appointments - Find Appointments within a Contact

This article guides you on using the Contact Information Panel in your CRM to manage contact details, activities, tasks, notes, and appointments efficiently.

Appointments - In-App Appointment Modal Enhancements

This article discusses enhancements to the in-app appointment module, detailing the improved process of booking, viewing, and editing appointments for better usability.

Appointments - Overview

This article details how to manage and view appointments in your CRM, including how to update statuses, filter, and organize bookings.