Booking a follow-up appointment

Create your follow-up appointment from a previous diary entry

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