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This guide is for Converge Partners only. |
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The Phoenix portal is compatible with our preferred web-browsers Microsoft Edge and Google Chrome on both Mac and Windows PC’s. The portal does work with other browsers including Apple Safari and Mozilla Firefox, however it is not tested with them. If you have any issues with the portal, use one of our preferred web-browsers mentioned above. |
Adjusting your browser settings
We recommend you adjust your browser zoom settings to best view the Phoenix portal page.
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For more information, view this article: Browser options and Phoenix troubleshooting
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Quick View
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Quick View is split into three sections:
Appointments Not Started
Which contains all upcoming appointments and appointments which have not been started yet
Appointments in Progress
Contains all appointments which have been commenced but not completed / closed
Appointments Recently Completed
Contains all appointments recently been completed, cancelled or marked as no show
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View guidance for rebooking an existing client: Rebook an existing client (Open Calendar) Rebooking for Converge Partners
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As per your contract with Converge, you are to rebook all clients into your Open schedule as priority. Only manually book clients into your ad-hoc schedule after receiving approval from the User Support team (people.assistadmin@convergeintl.com.au). Failure to comply with this is a breach of your contract with Converge International. |
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