In-store appointments

Viewing appointments
You can search and view appointments from the Appointments portlet or view appointments for a customer from the customer's profile.
Creating appointments
You can create an appointment from the Appointments portlet on the home page, Store appointments screen, or the Appointments screen in the customer context.
Editing appointments
You can edit exiting appointments from the Appointment Summary screen.
Adding notes
To record important information for appointments, a store associate can add notes.
Marking an appointment complete
You can close the completed appointments by marking them complete from the Appointment Summary screen.
Canceling an appointment
You can cancel one or more appointments when a customer requests for cancellation.
Sharing appointment details
You can share the details of appointments with customer either through mail or by providing a printed copy of the appointment summary.

Parent topic: Managing