My Dashboard's Agenda Tab

  • Updated

Agenda


View your tasks, unread messages, upcoming appointments and more:

Agenda_Example.jpg


Scheduled Appointments
View your upcoming appointments sorted by most recent onwards.


Scheduled_Appointments_sampls.jpg


To-Dos
View your To-dos and reply by completing/dismissing/skipping them.


Todos_Sample.jpg


Calls
View your Calls and update by completing/dismissing/skipping them.

Calls_Sample.jpg


Unread Messages
View internal staff messages received. Opened messages are then hidden:

Unread_Messages_sample.jpg


Follow-Ups
View your Follow-Ups and update by completing/dismissing/skipping them.
Select 'View All' to filter your follow-ups by category (when applicable).

Follow-ups_sample.jpg


Uncharted Appointments
Your list of the most recent appointments that have not been charted for:


Uncharted_Appointments_Sample.jpg

 

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