Tradepoint Business Management Solutions - Everything Business, connected.
Shopping CartCart: 0 Items, Total: $0.00
Login to your Account
Get a FREE Demo - Try Tradepoint for 30 days

14.5 How to Create an Appointment


Related Articles

There are two basic way to create an appointment. Anywhere you see the New Appointment icon,  the New Planned Appointment icon  or opening the menu directly within the Schedule by hovering the mouse over a desired time within the Schedule and right clicking. This icon will appear when you choose a time from directly within the Schedule.

From there the main window will open for you to fill in the details to create your appointment. From this window you can:

1.       Invite multiple Employees to an Appointment.

2.       Establish a recurring meeting if necessary.

3.       Send email notifications to guests outside your organization about a meeting.

4.       Create reminders regarding the meeting.

5.       View a history of a scheduled meeting to see any changes including who made them and why.

6.       Set the Status of a Meeting.

Each field where you will add detail has built in functionality. For example, the Reminders field at the bottom of the window has a pop up calendar to choose the date of the Appointment.

Each of the field for both Employees and Guests is searchable so you only need to enter in a partial name click the search tool on the right side of that field and then highlight the correct name.

When you are finished entering all of your details then Save your changes and you have created an Appointment

Please note that there must be a Contact entry for either an Employee or a guest for that person to be invited to a meeting.

Click Here to view a Video

Thank you for Adding an Item to your cart

# of Items Added: 1
Total of Items Added: 0.00
Continue Shopping Show Your Shopping Cart