Completing a past appointment is easy!
Note: This is an important step to your workflow. Completing appointments updates the records of the client and pianos so that your data contains the most recent 'Last Tuned Date' and other important data points. Not doing this will result in incomplete records that will affect your business through poorly timed reminders or unclear timelines.
FROM THE WEB APP
Step 1: Click on the event you want to complete.
Step 2: Click 'Complete this appointment'.
Step 3: Record any relevant actions like service history, customer notes, invoices, messages to the customer, etc...
Step 4: Save & Done!
FROM THE MOBILE APP
Step 1: Tap on the event you want to complete.
Step 2: Tap the 'Complete' button at the top of the appointment details screen.
Step 3: Record any relevant actions like service history, customer notes, invoices, messages to the customer, etc...
Step 4: Save & Done!
