Review the Appointment Inquiry
How to Review the Appointment Inquiry in Muhasib ERP
Overview
This guide will help you find an appointment, check its schedule and status, and determine its next authorized action.
You get the appointment's source-level state and avoid duplicate conversion.
Who can do this
You need access to Appointment Inquiry plus appointment, customer, staff, and linked-sale view rights.
Before you start
Have appointment/reference, customer, date/time range, location, staff, status, or linked sale.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Sales & Customers → Appointment Inquiry.
Review the Appointment Inquiry
Step 1: Set company, date/time, location, and status filters
Step 2: Search by appointment/customer/staff/reference
Step 3: Open the exact appointment
Step 4: Review customer, schedule, services/items, staff, notes, and status
Step 5: Check linked sale/conversion
Step 6: Choose update, conversion, or other approved follow-up
Check your work
Inquiry detail agrees with Appointment Dashboard and any linked sale.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Confirm timezone and inclusive date boundaries.
- Search Sale Inquiry before converting again.