Creating appointments for clients is one of core functions in coreplus. There are multiple different ways to create appointments in coreplus, so you can choose one (or more) that suits you. This article outlines the different ways to create appointments, reschedule appointments and, cancel or delete appointments
Create an appointment
There are four ways to create appointments in coreplus, two from the calendar and two from the client's file.
It's important to use the reschedule function to change appointment times so that your reminders are rescheduled too. These are three ways to reschedule appointments in coreplus
Cancel or delete appointments
If you need to remove an appointment from your calendar, you have three options
If you ever remove an appointment by accident, you can always undo it by clicking the 🚫 or ❌ icon in Changed appointment (link)
💡 You can also set up cancellation rules, that automatically notify you via email and/or create an invoice for a cancellation fee
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