Booking an Appointment/Walk In
1. From the client profile page, click on Add Event.
The New Appointment dialog box will appear.
2. Complete the required fields. Be sure to select the appropriate Type of appointment.
3. Complete the required fields and click Save.
Walk-in Be-Back and Appointment Be-Back is used when the prospect does not make a purchase at the moment however decides to "be back" at a later time. In the reporting, these two types of appointments will not count as a booked appointment, but if a sale is made it will count as a sale.