You can close the completed appointments by marking them complete from the Appointment
Summary screen.
Procedure
-
Log on to Sterling Store Engagement and switch to the
Customer Service View by using the eye icon.
-
In the More Tasks portlet, click Appointments. The
Appointments portlet opens.
-
Navigate to the Appointment Summary screen of the appointments that you
want to mark as complete.
-
From the Appointment Summary screen, click Mark as
complete on the More menu.
The
Mark as complete window opens.
- If there is a single appointment, click OK. The appointment is marked
complete.
- If there are multiple appointments, select the appointment that you want to mark as complete and
then click OK.
Note: You can mark an appointment as complete only when the current date and time are past the
scheduled date and time slot of the appointment.