Calendar / Appointments
This screen is for organizing appointments. Open it from the bottom menu with the calendar icon.
What you see
A calendar in day, week, or month view (depending on the display). Each appointment appears as an event at its time.
Add an appointment
- Click the day/time or the new-appointment button.
- Enter a title and choose date and time.
- Link a customer or add notes if needed.
- Choose an appointment type when that field appears.
- Save.
Edit or cancel
Click the appointment on the calendar, change the details, and save. To cancel or delete, use the button on the form (if your account allows it).
Reminders
If your company has reminders enabled, a message may be sent before the appointment. Details are set under Settings → Appointments.
Issue a document from an appointment
If an option to issue a document appears, you can open a sales/purchase form directly from the appointment. Use it when the visit leads to invoicing.