How to: Update appointment

After the appointment is completed you update appointment created in On2Biz. This can be done in simple 2 steps.

1. List all appointments.
2. Update appointment.

Step 1: List all appointments pending.

Activity List of On2Biz

Activity List of On2Biz

To list all appointments pending click on “Scheduled Appointments” and you will get a list of all the appointments pending. Following is the screen which shows list of appointments pending.

Scheduled Appointment list.

Scheduled Appointment list.

Click on
on2biz-demo-saurabh_1233300223581

to update this appointment. Below is how appointment will appear when you click update.

Appointment in update mode.

Appointment in update mode.

Fill call status “Completed”, Was the call objective met?, Time spent in travelling, Time spent with customer and call report and Save to update.

You can send this call report to client as well as team by selecting Send Call Report to Attendees. By selecting this and Saving your call report will be converted to a mail as shown below, this can be sent to multiple receiver as well as you can attach files.

Minutes of the meeting email from On2Biz

Minutes of the meeting email from On2Biz

This entry was posted in On2Biz Tutorials and Howto. Bookmark the permalink. Post a comment or leave a trackback: Trackback URL.

Post a Comment

Your email is never published nor shared. Required fields are marked *

You may use these HTML tags and attributes <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>

*
*