Rescheduling an appointment

Learning Objective 3: Using CRM software, trainee will be able to reschedule an appointment by contacting the customer via email and/or phone without error.

» Just as you did to send the confirmation email, click on the customer’s email address from the contact history screen. This will again direct you to the email screen.

» Click the “Insert Template” button

» Choose the “Appointment – missed appointment” email template.

» Customer information and appointment details will automatically be added to email message.

» Once you have confirmed that the email is accurate, click “Apply to Email”.

» Click “Send Email”.