How to book an appointment with an Account organisation
Click Accounts from the side menu to display a list of active accounts. From this list, navigate to the account you wish to book an appointment with
1. From within the timeline of the Account, click the + (plus) icon and select Appointment
2. A quick-create window will open for entering appointment details. Complete all required fields.
- Required Attendees: All team members added here will have the appointment displayed on their schedule boards and in Outlook.
- Optional Attendees: All team members added here will not have the appointment displayed on their schedule boards or in Outlook.
- Subject: This text will appear on the booking shown in the schedule board.
What the Appointments on Schedule Board and Outlook will look like -
Booking Card Details include:
- Subject
- Duration
Hover Details include:
- Subject
- Type
- Status Reason
- Start Time
- End Time
-------------------
Need more help?
Ask your Practice Lead or Supervisor.
Ask the Help Desk (Log a helpdesk ticket)