🖥️Appointments Overview

On the left-hand menu, below Pipeline in the Sales section, you will find an area to create and manage appointments as they are assigned to your team.

In this article, we'll show you a brief overview of this page and how you can use it to keep track of your clients' and teams' appointments.

Creating an Appointment

The first thing we'll cover is how to create a new appointment.

Click on the green + button on the top right to open the below screen. Enter the title, date, start and end time, contact, team member responsible, appointmemt type, and any notes, then click '+ Save.'

You will now be able to see your newly created appointment, and all others, in the appointments area.

You can also view your appointments in Calendar View by switching the toggle to 'Calendar View' in the top right beneath the green +.

Filtering

Appointments can be filtered a few different ways.

Time frame: all, today, or this week

Status and Responsible

Step 1: Click the 3 lines to the right of the time frame filter, a window will open up on the right side

Step 2: Click 'Status' and make your selection.

Step 3: Click 'Responsible' and make your selection.

Step 4: Click 'Apply' on the bottom and the appointments that fall within those filters will remain on the list / calendar.

Calendar View

Step 1: Switch the toggle to 'Calendar View.'

Step 2: Click the 'Appointment View' drop down menu on the top-right.

Step 3: The menu will open up to choose from appointment types to view on your calendar.