How Do I See My Own Appointments

There are two places where you can see your own appointments. You can see them from the Calendar tab or the Today tab.

From the Calendar

You can book an appointment from the Calendar or the Client Profile page.

1. Click on Calendar tab.

2. Click Assigned to user field to view the dropdown menu.

3. Select the Salesperson.

4. Appointments assigned to the salesperson will appear.

From The Today Tab

1. Go to the Today tab.

2. Click on the Filter by Salesperson field to view the dropdown menu.

3. Select the salesperson.

4. Scroll to the bottom of the page. Only appointments assigned to the salesperson will be displayed.