Appointments let you book time with customers and make sure the right person turns up. Once booked, an appointment shows on the calendar alongside your jobs and tasks, so nothing is double-booked. Here is how to manage them.
From the CRMit menu, open Appointment List. This shows all your booked appointments.
Start a new appointment. A form opens for you to fill in the details.
Pick the customer the appointment is with, then set the date and time. Add a location or notes if they help.
Choose the staff member who will attend. Assigning the right person means the appointment shows up on their day.
Click Save to book the appointment.
Your saved appointment now shows on the calendar next to your jobs and tasks, so your whole day is in one place.
Tip: Assign the right person so appointments show on their day. It keeps everyone clear on where they need to be and avoids two people turning up to the same visit.
With appointments booked, see how they sit alongside everything else on the calendar, and plan the jobs that follow on from them.
Book a quick demo and we will show you how appointments keep your team organised and your customers looked after.