Efficiently Managing Your Day: Navigating the 'Activities' Dashboard on CoachWorks Marketing

1. Let's begin by navigating to the 'Activities' dashboard.

From your main dashboard. This is your gateway to keeping organized and staying informed about your scheduled tasks and recent contacts.

2. Here, you will find your recent contacts.

Once in the 'Activities' section, you can easily view who you've recently connected in the "Recent Contacts" window. This allows for quick access to follow up or review past interactions.

3. To access any of your recently added contacts, simply click on their name.

To delve deeper into a recent contact's details, simply click on their name. This immediate access ensures you're always prepared for your next move without having to search through your database.

4. For an overview of your appointments, check the 'Appointments' section.

Within the 'Activities' dashboard, the 'Appointments' section provides a comprehensive overview of your scheduled meetings.

5. Add new appointments by clicking the 'Add Appointment' button.

Need to schedule a new meeting? Click the 'Add Appointment' button and select the desired date, such as "Apr 6, 2024". Adding appointments is made straightforward, ensuring your calendar is always up-to-date.

6. To update the status of an existing appointment, click the 'Confirmed' button.

To maintain order and clarity in your schedule, updating the status of appointments is key. To confirm an appointment as scheduled, click on the 'Confirmed' button associated with the relevant meeting. A drop down menu will pop up and you can choose to update the status of the appointment from 'Confirmed' to 'Invalid', 'Cancelled', 'Showed' and 'No show'.