Appointments

Configuration

• Appointment List Views
• How do Zip/Postal Codes determine City/State/County?
• Validation Rule: Result Detail Required When Resulting Appointment
• Video: Different Appointment Types

Emails

• Add Appointment Attachments to a Sale-related Email
• Why send Calendar .ics File with Email Notifications?

How To

• Add a second sale to Resulted Appointment
• Appointment Results & Result Details Video
• Confirm Appointments for Upcoming Days
• Create Appointment vs Quick Appointment
• Inline Editing to Confirm Appointments
• Modifying Appointment Result Details

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Scheduling

• The Time Block Manager
• Schedule Appointments
• Time Block Scheduling & Appointment Manager
• Time Blocks - Removing Canceled Appointments
• Time Zones & Scheduling Appointments & Events

Scheduling Calendar

• Distance to Next Appointment
• Drag and Drop on the Staff Calendar
• Scheduling Calendar vs Finding Available Time
• Set, Assign, Confirm Fields, Scheduling Calendar
• Staff Calendar: Preferences, Staff Filters and Enable Staff Score
• The Staff Calendar Page

Troubleshooting

• Sales Rep 2 Unable to View Assigned Appointments in Orgs with Appointment Security
• SmartyStreets: Why is a Prospect's Address Not Being Verified?
• Why Can't I Assign an Appointment to this Staff Member/Sales Rep?