Managing appointments efficiently is essential for staying organized and ensuring smooth operations in your business. With MyBlindCo, scheduling appointments is quick and intuitive, allowing you to focus more on delivering excellent service. In this guide, we’ll walk you through the step-by-step process of how to create appointments in the MyBlindCo app – From selecting the right date and assigning appointments to saving important details, we’ll cover everything you need to know to get started. Plus, we’ll share a helpful tip to avoid common pitfalls, like scheduling in the past. Let’s dive into how you can streamline your scheduling with MyBlindCo!
How to Create Appointments in the MyBlindCo App
- In the Calendar, navigate to the date that you want to set the appointment for.
- In that date, select the person to whom you want to assign the appointment.
- Find the time you want to set the appointment for, then click the + to add the appointment details.
- Add the Customer Name, Appointment Type, and any other necessary information.
- Click Add to save information.
- If you write in the notes, be sure to click on Save Note.
- Go back to the calendar to ensure the appointment was added successfully.
Note: You cannot add appointments to past dates and times – only to future.
Have questions?
(703) 738-9933
info@myblindco.com
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