Booking a follow-up appointment

Create your follow-up appointment from a previous diary entry

  1. From the diary, select the contact entry and click the View/Edit Contact action OR right-click the contact entry and select Open Contact from the drop-down menu
  2. Click the Book Next Appointment action
  3. Amend the date to the next appointment date in the call record that opens
  4. Click the Save and Exit button to return to the diary