Insurance Brokerage has
its own Appointment Book System and although the Appointment Book System
works exactly the same as it does in others, these Appointment Books or any
Appointment Book opened for Insurance, functions specifically for Insurance. We can Open multiple
Books. We can maintain templates. We can make Appointments and do as we would
always do with the Appointment Book System. In this particular
example we have one book opened so far for Insurance, and when I choose
“Show” it will Open that Appointment Book.
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From here we can make
Appointments and Report on Appointments. We can Move Appointments
and cancel Appointments in this Insurance Book. There is more detail in
the separate Tutorials on Appointment Books. |
