Follow these simple steps to reschedule an appointment from a lead’s profile in DenGro:
✅ Step 1: Go to the Lead Detail Page
Navigate to the 'Lead Detail' page for the lead in question.
✅ Step 2: Select 'Reschedule Appointment'
In the 'Treatments' section, click 'Reschedule Appointment' within the relevant treatment pod.
✅ Step 3: Update Appointment Details
Adjust the date and time of the appointment as needed, then click 'Next'.
✅ Step 4: Confirm Automations
Review and confirm which automated messages or reminders should be sent based on the updated appointment details.
✅ Step 5: Finalise Changes
Click 'Done' to save and complete the rescheduling process. 📅✅