YouTube link: https://youtu.be/r6LHH4D5GnU


  1. Click on CRM > Scheduling
  2. Select Calendar & Appointments
  3. Click on the plus button on the top right.
  4. Add the following information on the Add Appointment pop up:
  1. Subject
  2. Location
  3. Description
  4. Start Date and time, and End Date and time, or an All-Day Event.

 

 

 

5. Email reminders are optional. These are sent to your contacts.

6. Enter the reminder date.

7. Click Save 

 

 

 

Having clicked the save button, you will be redirected to a list of all your Appointments.

 

 

 

  1. To Edit or Delete the appointment, click on the check box to select the appointment.
  2. Click on the Edit or Delete icons.