Working with Appointment Bookings list
The Appointment Bookings tab displays a list of open Appointment Booking Requests that are available after you accepted a quote containing products that are qualified for an Appointment Booking.
Searching for an Appointment Booking
On the Appointment Bookings tab, you can search for a specific appointment booking by Service Description.
1. In the MYORG menu, go to the Transactions tab and click the Appointment Bookings tab
2. On the Appointment Bookings tab, enter the search term into the search field and press the Enter key.
Adjusting the number entries per page
On the Appointment Bookings tab, click the "View" button to adjust the number of entries that should be displayed on one page of the list.
- 10 entries per page
- 25 entries per page
- 50 entries per page
Filtering the Appointment Bookings list
On the Appointment Bookings tab, click the "Filters" button to filter the list of entries
- by Status
- by Contact Person
Once selected, click the Apply button.
If you want to reset the applied filters, click the Clear All button.
Expiring Appointment Booking Requests
Appointment Booking Requests that are about to expire within the next 7 days are highlighted.
