The Edge
Increase Your Bottom Line and Profitably Manage Your Inventory with The Edge
WHAT IT IS
Because of the introduction of customer Opportunities, the Appointments Feature has been redesigned to function only as an appointment tracker, similar to what you would find in Microsoft Outlook or other softwares. TAKE NOTE: Previously, Appointments behaved as a hybrid of an appointment and a sales opportunity.
WHAT IT DOES
You may access Appointments, and thus track appointments, from the following places:
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Associate Menu
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Point of Sale
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Customer Record
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Opportunities
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Calendar
- Associate Menu
- Point of Sale
- Customer Record
- Opportunities
- Calendar
HOW IT WORKS
To add an appointment:
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Click Associates → Appointments → Add. The Add a new Appointment window will appear.
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Use the drop-down in the top left to select one or more Associates or click Any Associate if this
appointment can be viewed and fulfilled by any associate in the store.
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Optionally, use the Notify checkboxes at the top if you want the associate to receive an Email
or Text with the appointment details.
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Select whether this appointment is for a Customer or Non-Customer.
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For Customer appointments, select the customer using the Find Customer button, then
specify a Contact Method. Optionally, use the Notify drop-down if you want the customer to
receive an Email or Text with the appointment details.
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For Non-Customer appointments, type in With Who and Location.
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Enter a Subject, choose the Date and Start Time (End Time is optional), then enter any additional
information into the Details field.
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Click Save / Close to save the appointment.
To Find and Edit an appointment:
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Click Associates → Appointments → Find. The Find Appointments window will appear.
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Enter desired criteria and click Find. A list of matching appointments will appear.
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Select the appointment you wish to work with and click Edit. Alternatively, you can double click.
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Make any desired changes, then click Save / Close.
- Click Associates → Appointments → Add. The Add a new Appointment window will appear.
- Use the drop-down in the top left to select one or more Associates or click Any Associate if this appointment can be viewed and fulfilled by any associate in the store.
- Optionally, use the Notify checkboxes at the top if you want the associate to receive an Email or Text with the appointment details.
- Select whether this appointment is for a Customer or Non-Customer.
- For Customer appointments, select the customer using the Find Customer button, then specify a Contact Method. Optionally, use the Notify drop-down if you want the customer to receive an Email or Text with the appointment details.
- For Non-Customer appointments, type in With Who and Location.
- Enter a Subject, choose the Date and Start Time (End Time is optional), then enter any additional information into the Details field.
- Click Save / Close to save the appointment.
- Click Associates → Appointments → Find. The Find Appointments window will appear.
- Enter desired criteria and click Find. A list of matching appointments will appear.
- Select the appointment you wish to work with and click Edit. Alternatively, you can double click.
- Make any desired changes, then click Save / Close.
EXPAND YOUR EDGE EDUCATION
To learn more about Appointments, click the button below or visit EdgeUser.com click through to the Associate section. You’ll also learn how to Complete and Cancel an Appointment, and find a helpful Tip Sheet.
