Roles - Appointment and Account Watcher

Austen Brockman
Austen Brockman
  • Updated

Administrators can elect to “watch” certain accounts, or even appointments, within the Boostlingo platform. An administrator who is an Appointment Watcher can choose what notifications are sent out when watching appointments.

 

Becoming an Account Watcher

To watch an account, first navigate to Configuration -> Accounts.

 

Select the account to watch. Then, toggle the option to watch appointments created under the account via the “Start watching” or “Stop watching” option located under the account’s name within Account Viewer.

 

Becoming an Appointment Watcher

Alternatively, an administrator can become a watcher for specific appointments. To toggle this feature on/off, find and select the appointment to watch within the Appointments module.

 

Toggle the option to watch a specific appointment via the “Start watching” or “Stop watching” option located under the appointment subject within Appointment Viewer.

 

 

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