Creating appointments

There are two ways to create appointments within integrate: within the Tracking tab of a Lead or Order, or directly within the main Calendar. Appointments will appear in the main calendar regardless of where they are created.

Tracking tab  - useful for creating sales, survey or installation visits for a particular Lead or Order.

1. From the tracking tab of the Lead or Order, click Lead / Order Calendar.
   
2. Click the date of the appointment, and then fill in the details on the right, selecting the type of appointment, location, time, duration, and attendees.
   
   
   1. The user who creates the appointment will be the default attendee, but can be removed by hovering the mouse over the "me" text and clicking the X.
   2. For provisional appointments, untick the "Confirmed" box - this will add "TBC" to the appointment.
3. The Lead / Order calendar shows existing appointments associated with that Lead or Order. Click on an existing appointment to edit, copy, or delete it.

Main calendar  - useful for adding general appointments which aren't necessarily associated with a customer.

1. Click the Calendar button in the top right.
   
2. Click the desired date and fill in the details.
   
   
   1. The appointment can optionally be linked to a Lead or Order by saying that it "belongs" to a customer.
   2. The user who creates the appointment will be the default attendee, but can be removed by hovering the mouse over the "me" text and clicking the X.
   3. For provisional appointments, untick the "Confirmed" box - this will add "TBC" to the appointment.
3. Click an existing appointment to edit, copy, or delete it.