Scheduling an appointment from inside the call center is easy!
FROM THE WEB APP
Step 1: Go to your 'Call Center > Reminder Calls'
Step 2: Click on a customer who needs a reminder call.
Step 3: Click 'Schedule an appointment' (This will open a new browser tab. Schedule the appointment and save your changes).
Step 4: Go back to your 'Call Center' browser tab.
Step 5: Refresh your page.
Step 6: Done!
FROM THE MOBILE APP
This feature is only available by logging into the Web App at this time.