Steps to Set an Appointment

October 17, 2017

1. Log in to the Dashboard

2. Select the button, "set an appointment"


3. IF you want to see previous appointments in a calendar view, then click the link at the top left. If you want to open it in a separate tab, right-click on it then click "Open in New Tab".

4. Click on your Market, then click "Schedule It"

5. Once inside the scheduler, make sure the month is correct & select which staff member you are supposed to schedule with. *** REMEMBER *** The Calendar is defaulted to Central Time!

 6. Select on the day you want to have the appointment & you will see the remaining availability. Appointments are set for 45 minutes each. Select one of the times.