Sales
To edit or customize the actions list of the appointments
- Click on “Sales” from the main menu.
- Click on “Invoice Management”.
- Click on the required invoice.
- Click on the “More Options” button at the top of the invoice display window.
- Click on “Schedule Appointment”.
- Click on the “Actions” menu.
- Click on “Edit Actions List”.
- On the editing page, you can change the name of each action.
- Click on the “Delete” button to remove the action from the list.
- Click on the “Add New Action” button to add a new line to the list.
- Click on the “Save” button.
Proceed with the appointment’s details following the detailed tutorial “Scheduling an Appointment” as needed.