Set-Up Events/Appointments
Learn how to set up multiple calendars, integrate or sync other 3rd party calendars, customise event email invitations and reminders and much more ...
Please click here to view a short video to give you an overview of the Calendar section inside your CRM account.
Wed, 25 Nov, 2020 at 1:55 AM
The Calendar feature in your CRM account allows you to setup and view multiple calendars relating to you and your colleagues which can be accessed acro...
Wed, 25 Nov, 2020 at 1:57 AM
How do I create a calendar? 1. Click on the Calendar icon along the menu bar as shown below: 2. Click on the Create Calendar button as shown be...
Wed, 25 Nov, 2020 at 1:58 AM
Setting up a Recurring Weekly Appointment Please click here to view a quick tutorial video on setting up a recurring calendar event as well as t...
Wed, 25 Nov, 2020 at 1:59 AM
1. Create your calendar event by either clicking on Create Event button as shown below in red: 2. Alternatively you can also click anywhere in ...
Wed, 25 Nov, 2020 at 2:01 AM
The Calendar event email invitation is sent to a contacts default email address. If a contact has more than 1 email address you will need to sele...
Wed, 25 Nov, 2020 at 2:02 AM
1. You cannot preview a calendar event in the same way as tasks however you can get a snap shot of the event by entering a summary of the event in the W...
Wed, 25 Nov, 2020 at 2:03 AM
What is Schedule View? Schedule view allows Admin Users to see multiple calendars easily so that you can see when people are booked out or to use ...
Wed, 25 Nov, 2020 at 2:04 AM
View the availability of the team by clicking on a 'Calendar' button inside a contact's record as shown below in red: Click o...
Wed, 25 Nov, 2020 at 2:04 AM
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. book...
Wed, 25 Nov, 2020 at 2:05 AM