Rescheduling an Appoinement with CRM

1. 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.

2. » 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

3. » 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”.

4. » Click “Send Email”.