Add Appointment
Last Modified on 09/10/2024 9:28 am EDT
Pathway: Accounts > Search > Accounts
Add an appointment to a customer's account for future meetings, events and followups. An appointment can be added from the account's menu option, or by right clicking within the calendar.
Permissions
The following permissions are required for adding, editing and deleting appointments:
| Permission ID | Permission Name |
5
| View Account |
6
| View Site |
9
| Add Appointment |
10
| Edit Appointment For Self |
11
| Delete Appointment For Self |
12
| Edit Appointment For Others |
13
| Delete Appointment For Others |
Field Descriptions
| Field | Description |
| Type | Generalizes the what the appointment is about.
|
| Assigned To | Option to assign the appointment to another user. By default, the user creating the appointment is selected.
|
| Appointment Time | The date and time the appointment starts.
|
| Repeat | Option to set the appointment up on a recurring schedule. If this is a one-time appointment, leave 'None' selected.
|
| Location | Indicates where the appointment will be taking place. If Other, consider adding additional information such as online meeting links in the Note box. |
| Title | Enter a title that will display on the Customer Service Calendar and the User Calendar/Appointments.
|
| Note | Additional space to add internal notes regarding the appointment.
|
| Completion Note | Option to add any completion notes after the appointment has ended.
|
| Complete | Select the Complete check box only after the appointment is complete.
|
| Attendees | Includes a list of account contacts who will be attending the appointment.
|
Add Appointment
Appointments can be added from two locations, the Account Menu and the Account Calendar.
Account + Menu
- Click on the + Menu at the top left of the account screen.
- Select 'Appointment' from the list of options. This will open the Add Appointment popup editor.
- Complete all necessary fields.
- Do not enter a Completion Note, or select the Complete check box until after the appointment is complete.
- Select and add Attendees to record who the appointment will include. Only contacts for the account/site display for selection.
- Click Save when finished.
Calendar
- Right-click on the calendar date the appointment applies.
- Select 'Add Appointment' from the popup that displays.
- From the Add Appointment popup editor, complete all necessary fields.
- Do not enter completion notes, or select the Complete check box until AFTER the appointment is complete.
- If necessary, select and add Attendees. Only contacts for the account/site display for selection.
- Select Save when finished.
Screen Locations Appointments are Displayed
Appointments will display in the following locations until the appointment has been marked 'complete.'
1. Appointments Column of the Home Screen
3. Pending Section of the Account
