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This guide is for Associates with an Ad-Hoc diary arrangement 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 for those browsers. 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
Video call information
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All video calls are conducted via Microsoft Teams. You can join these via your browser or through the free to download app (recommended). You can either find the MS teams link included in the appointment confirmation email you will receive, or by following the below guide:
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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: Ad-hoc Associates
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You do not need to scroll through each page to find your customer. You can use filter buttons to search for your customer https://convergeintl.atlassian.net/plugins/servlet/servicedesk/customer/confluence/shim/spaces/ALL/pages/101384213 |
Completing appointments
For guidance on completing an appointment view this article: Completing an appointment (Quick View)
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