Appointments

Appointments for a Contact can be accessed from the Contact tab of the ribbon menu against a contact’s record, and clicking on the Appointments icon in the Show group.

New Appointments can also be created from the Main tab of the ribbon menu by clicking the New Items icon in the Actions group, or under the Appointments tab on the Home Page, by clicking the New button.

The Appointments screen displays a chronological grid of Appointments added against a specific Contact (or User) / Property.

Option buttons available are New, Edit and Delete. Clicking the New button will transfer you to the Diary screen to select the relevant date and time for the Appointment. Clicking the Edit or Delete button will enable you to modify / delete an existing appointment.

 The Appointments screen will display the following Appointment information for the Contact (or User) / Property:

• Property - for which the appointment is for

• Start Date - start date and time of the appointment

• Duration - how long the appointment will take

• Description - the type of meeting e.g. holiday, viewing, valuation etc.

• Confirmed, Followed Up, No Show and Cancelled indicators

• Attendees - a list of Contacts who are attending the appointment

• Assigned User - the user for whom the appointment is assigned to

• All Appointments appear on the Diary

• All future Appointments will appear against the Assigned User on their Home Page

• Appointments can span any length of time e.g. a 7 day holiday.

• If the Attendees of an Appointment do not attend, the No Show indicator should be set. This will enable persistent no-showers to be highlighted and dealt with.

Home Page reminders are displayed for the following Appointments:

• Confirmations - an Appointment requires confirmation before it takes place

• The Reminder interval specifies the number of days prior to the start of an Appointment that the User should be reminded of its occurrence.

• Follow Ups - a list of Appointments that require following up once they have occurred