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Insurance Brokerage has its own Appointment Book System and although the Appointment Book System works exactly the same as it does in others, these Appointment Books or any Appointment Book opened for Insurance, functions specifically for Insurance.

We can Open multiple Books. We can maintain templates. We can make Appointments and do as we would always do with the Appointment Book System.

In this particular example we have one book opened so far for Insurance, and when I choose “Show” it will Open that Appointment Book. 


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From here we can make Appointments and Report on Appointments.

We can Move Appointments and cancel Appointments in this Insurance Book.

There is more detail in the separate Tutorials on Appointment Books.