OX - Help and Support Page

Use Scheduling Functionality

Written by Bianca Lopes | Nov 19, 2021 1:49:27 PM

Open the "calendar" icon on the top. Click on the Action button called  "New appointment" on the left and choose "Scheduling" from the dropdown. You can now search for a contact in the search bar on the left to identify a time slot that fits for an appointment. Simply click and drag the desired time and create a new appointment.