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Use Scheduling Functionality

Written by Bianca Lopes | Nov 18, 2021 11:00:00 PM

Open the "calendar" icon on the top. Click on the Action button called  "New appointment" on the left and choose "Scheduling" from the dropdown. You can now search for a contact in the search bar on the left to identify a time slot that fits for an appointment. Simply click and drag the desired time and create a new appointment.