Creating Appointments |
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You can easily add appointments and activities such as inspections, showings, client meetings, and due dates through your site. To schedule a new appointment...
- From your schedule, click New Appointment in the top toolbar.
- Type a name for your appointment in the Subject field.
- Enter your Start and End times using the fields provided and indicate whether this is an All Day Event using the box to the right.
- Indicate whether you wish to receive an E-mail or
Cell Phone reminder and indicate how much lead time you want
prior to the event using the Reminder Time drop-down box.
Note: Cell Phone reminders require that you've supplied your cell phone number and provider in your user profile. See the section of this user guide for more information.
- Choose an activity type from the Show Time As drop-down menu.
- If necessary, type any notes that apply to your new appointment in the
available Description box.
- If you need to send e-mail reminders to other parties as well as to yourself, click the Advanced Options link at the bottom of the screen and check the Notify others by e-mail box.
- Type the e-mail address(es) of the individuals you wish to send reminders to using the box provided.
- Alternately, if you have the contacts in your database, just click their
names in the list at the bottom and click the right arrow to add their contact
to the appointment.
- Click Save when finished to save your new appointment.
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