Event TabNovember 16, 2020
This tab allows you to schedule events. The three types of events available in this tab are:
- Call (An automated, scheduled call)
- Contact Reminder
- Next Appointment
You can schedule one of these events by
- Selecting the Event in the event Type drop down menu
- Decide if you would like to activate a Manual Type Event Plan from that drop down menu
- Select if you want a notification when it is time for the event by Checking the Add Notification Box.
- Select the Start Date-Time
- If you are scheduling a Appointment you will need to select End Date-Time
- Make sure you click the Correct Date on the Calendar.
- If you are Scheduling an appointment you can invite people by email.
- It does not automatically invite the client so you would need to put the client’s email in to that field.
- Type in any notes that would be beneficial for the event.
- If it is an Appointment you will have to select who it is assigned to from the drop down menu.
- The Event will appear in the upcoming actions section of the contact profile