Diary and Appointments

📕 About the Diary

A simple overview of how to open and use the Diary, switch between different viewing modes, adjust display settings, and filter appointments by user, branch, department, or type.

Whether from the diary, a contact, a property, or the home screen. This topic outlines the required appointment details, how to add attendees, properties. How to record feedback, and set confirmations or recurring schedules.

📑 Appointments Tab

The Appointments tab presents your upcoming appointments in a clear chronological list, along with tools to create, edit, filter, or export them for easier day‑to‑day management.

🏷️ Appointment Types

How types can shape the behaviour of appointments, from display settings and default durations to confirmation rules, reminders, and property requirements.

💬✔️ Appointment Feedback

How to access the Feedback tab, enter interest levels and notes, manage linked contacts, and use date stamping to keep clear records of conversations and updates.

✉️✔️ Appointment Confirmations

A guide to sending appointment confirmations by email or SMS covering how to choose templates, add recipients, preview messages, and handle special cases such as HMO properties or resending reminders.

⏱️ Appointment Follow ups

Explains how appointments can automatically generate follow‑up tasks, showing how Task Types and Appointment Types work together to create timed reminders based on the settings you configure.

📋 Appointment List

Appointment List, displays all appointments with key details such as property, date, duration, attendees, and status. The topic explains the available filters and the menu options for creating, editing, deleting, exporting, or sending communications to selected contacts.

🗑️ Deleting an Appointment

Clarifies how to remove an appointment directly from the Diary, from the Home Page Appointments tab, or from the Appointments tab within a specific Contact or Property record.

✏️ Editing an Appointment

A small overview of the available methods for editing appointments, covering how to open an appointment from the Diary, your personal appointment list, or the appointment tabs of individual contacts or properties.

🔄 Syncing a Diary

There are different ways to sync a diary on Acquaint - this topic shows you how to do each way available in Acquaint in a detailed yet clear walkthrough.