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  2. Appointments

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?
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