Confirming an Appointment

1. Confirming an
appointment
Learning Objective 2: Using CRM software, trainee will be able
to confirm an appointment by sending a confirmation email to
the customer without error.

2. » Select the newly scheduled appointment, which appears on your
contact history. The customer’s information will appear towards
the top of the screen. Click on the customer’s email address. This
will automatically direct you to the email screen.
» Click the “Insert Template” button

3. » Choose the “Appointment – confirmation” email template. Be
sure to preview the email on the right side of the screen to make
sure that there are no issues.
» Once you have confirmed that the email is accurate, click “Apply
to Email”. The customer information, appointment date and time
will automatically be generated within the email.

4. » Click “Send Email”.