The "Appointment" section is a great way to see the upcoming and past appointments at a glance. You can also see details about the appointments, such as:
- Date and time of the appointment
- Status of the appointment
- Calendar the appointment was booked on
- And the assigned user
Here's how to Add an appointment:
Navigating To The Contact Details Tab - Appointments - Step 01
Click "Contacts"
Navigating To The Contact Details Tab - Appointments - Step 02
Click the contact you wish to view.
Navigating To The Contact Details Tab - Appointments - Step 03
Click "Appointment"
How To Add An Appointment - Step 01
Click the "+ Add new" button.
How To Add An Appointment - Step 02
Click "Incoming Lead Appointment Calendar: DO NOT USE"
How To Add An Appointment - Step 03
Select the Calendar you wish to book the appointment on.
How To Add An Appointment - Step 04
Click the "Team Member" field.
How To Add An Appointment - Step 05
Click the "Date" field.
How To Add An Appointment - Step 06
Select the "Date" for your appointment.
