Pathway: Accounts > Search > Accounts

Add an appointment to a customer’s account for future meetings, events and followups.

Add Appointment - Calendar

Add An Appointment

Right-click on the calendar date the appointment applies.
Select Add Appointment from the popup that displays.
From the Add Appointment popup editor, complete all necessary fields.
- Do not enter completion notes, or select the Complete check box until AFTER the appointment is complete.
Select Save when finished.

Field Descriptions

Field	Description

Field	Description
Type	Indicates the what the appointment is about.
Assigned To	Option to assign the appointment to another user. By default, the user creating the appointment is selected.
Appointment Time	The date and time the appointment starts.
Repeat	Option to set the appointment up on a recurring schedule. If this is a one-time appointment, leave ‘None’ selected.
Duration	Indicates the length of time the appointment is expected to last.
Location	Indicates where the appointment will be taking place. If Other, consider adding additional information such as online meeting links in the Note box.
Attendees	Includes a list of account contacts who will be attending the appointment.
Note	Additional space to add internal notes regarding the appointment.
Completion Note	Option to add any completion notes after the appointment has ended.
Complete	Select the Complete check box only after the appointment is complete.

Appointments will display in the following locations until the appointment has been marked as complete.