Set-Up Events/Appointments

Learn how to set up multiple calendars, integrate or sync other 3rd party calendars, customise event email invitations and reminders and much more ...

Overview of the Calendar section
Please click here to view a short video to give you an overview of the Calendar section inside your CRM account. 
Mon, 27 Aug, 2018 at 11:06 PM
How to set up and add an event or an appointment
The Calendar feature in your CRM account allows you to setup and view multiple calendars relating to you and your colleagues which can be accessed acro...
Mon, 27 Aug, 2018 at 11:09 PM
How do I create a new calendar?
How do I create a calendar? 1. Click on the Calendar icon along the menu bar as shown below:    2. Click on the Create Calendar button as shown below...
Mon, 27 Aug, 2018 at 11:11 PM
How to set up a recurring weekly appointment
Setting up a Recurring Weekly Appointment Please click here to view a quick tutorial video on setting up a recurring calendar event as well as t...
Thu, 30 Aug, 2018 at 9:16 PM
How do I send out a calendar event invitation or reminder email?
1. Create your calendar event by either clicking on Create Event button as shown below in red: 2. Alternatively you can also click anywhere in ...
Mon, 27 Aug, 2018 at 11:15 PM
Which email address is the calendar event email invitation/reminder sent to for a contact with more than 1 email?
The Calendar event email invitation is sent to a contacts default email address.   If a contact has more than 1 email address you will need to sele...
Fri, 18 Jan, 2019 at 2:21 AM
Can I preview a calendar event within the calendar main screen?
1. You cannot preview a calendar event in the same way as tasks however you can get a snap shot of the event by entering a summary of the event in the ...
Thu, 11 May, 2017 at 10:49 PM
Using Schedule View in the Calendar - how to set this up and un-do
What is Schedule View? Schedule view allows Admin Users to see multiple calendars easily so that you can see when people are booked out or to use ...
Thu, 30 Aug, 2018 at 9:20 PM
View calendar availability directly from a contacts record
View the availability of the team by clicking on a 'Calendar' button inside a contact's record as shown below in red:  Clic...
Fri, 18 Jan, 2019 at 2:23 AM
Can I pull in contact information into a calendar event automatically?
Yes this can be done as follows: 1. We will automatically pull out the client name, phone number, email address, address and type of event i.e. boo...
Fri, 18 Jan, 2019 at 2:26 AM