Yes this can be done as follows:

1. We will automatically pull out the client name, phone number, email address, address and type of event i.e. booking, job, appointment into the relevant calendar when you set up the booking inside the client's contact record via a 'Book Appointment' button:


2.  This will pop up a window where you can enter key information you want pulled into the calendar event - see example below - where you can enter the email address, mobile number etc.  


3. We can also set up calendar drop down for you to choose which calendar it should populate in if you have more than one calendar.  We can also add other fields i.e. notes, delivery info i.e. keys under plant pot etc.



4. We will produce a PDF document of your teams appointments for the day – the document produced will automatically display all the key information you need against  each event/job/appointment listed. 

 


5. This will be activated when you click on the print calendar button inside the calendar section of your CRM account.

 

6. You will get this bespoke view rather than the standard PDF print version, or alternatively we could send it by email to the relevant people for instance directly to your Engineers etc.

 

For further information contact our support desk.