Navigate to the Contact record of which you want to add the Appointment.
You will see the Timeline section
Within here you can click on + and select Appointment
The Quick Create Appointment form will then open. Complete the fields and click on Save.
Points to be aware of:
- Whoever is in the Required field will receive the Appointment Description and notes via email automatically when the Appointment is saved.
- As a... If the person is both a contact and a candidate, you can select which of the 2 record types the update is for. If candidate is selected, the email will go the contacts personal email address. If client contact is selected, it will go to their work email.
- Changing the duration of the meeting will automatically adjust the end time
- If using the CRM for Outlook plugin, Appointments will synchronize with your Outlook Calendar
Notice that the status of the Appointment is Open. Once saved, the Appointment status will become scheduled.
Once the record has been saved, you will see the Appointment on the Timeline.
Click on the Open Record icon.
From here you can make amendments to the Appointment and send the Appointment details to the Candidate by clicking on Email Candidate. Once the Email has been sent this will appear in the candidate's timeline.
NOTE: Any changes to the Appointment will trigger an email to the contact in the Required field.