CM Lite - This article gives an overview of the appointments tab.
The Appointments tab is where you can manage client appointments, as well as create service deliveries that are provided to your clients. In the Appointments tab you can do the following:
- Create new client appointments
- Filter the appointments in the calendar by workers/clients
- Delete appointments, and
- Mark appointments as completed and create service delivery records.
Access level permissions in CM Lite
Your access level will impact which of these tasks you are able to do and which appointments you are able to interact with.
Administrative Access allows users to create, view, edit, delete and complete all appointments for all workers.
Worker Access only allows users to view and complete appointments that they're assigned to.