To add a new Appointment click on the ADD dropdown then select Calendar. Or click on the time and date where you’d like to add the appointment and fill in the quick add form.
Subject: Type in a subject for your appointment. for example, Meeting or Follow-up
Start date: Click on the Start date field to bring up the calendar. Select a date from the calendar then select time from the drop-down list.
End date: Select The End date in the same way as start date.
Status: For a new Appointment, by default status will be Scheduled. You can change the status to Completed or Cancelled when required.
Assign To: By default the appointment will be assigned to you. You can assign it to someone else by selecting a user from the drop down list.
Add a reminder: You can set reminders for your appointments through Email or Popup. Select minutes, Hours, days or Week from the drop down, then type in the number. Click on add a reminder to add up to three reminders for your appointment.
Company: Click on the Company search icon, when the search box shows up, either select a company from the list or search with a company name. Select a company then click on the select button to add it.
Contact Name: Once you select the Company, all the contacts from that company will show up. Select a contact from the list.
Text: Type in a short text or a few details of the appointment.
Repeat: Check repeat if it is a repetitive appointment For Example, Company meeting every second week on Monday.
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- Start date: select a start date when you when to start the repeat.
- End date: Select the end date from the calendar.
- Repeat type: Select how frequently you want to repeat, daily, weekly, monthlyor yearly.
- Repeat every: Select the number of days, weeks, month or years you want to repeat this appointment.
- Repeat on: Check the days
- Then click on Save
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Outlook Sync: Select Yes if you want to sync your appointment with outlook, select Done if your calendar is already synced or click on No if you don’t want to Sync with Outlook.
Google Sync: Similar to Outlook select Yes if you want to sync your appointment with Google, select Done if your calendar is already synced or click on No if you don’t want to Sync with Google.
Invite Guest: Type in the name of the contact you want to add, then select them from the drop down list.
Add a Note: Type in a note it will be saved under accounts notes.
Then click on Save to add appointment.
Note: Adding an appointment from the quick add form will just schedule a basic appointment but will not link it to any Account or Contact. You will need to link it manually.