Add an appointment or calendar event

Add an event

1. On the Calendar, click + and choose New Appointment. You can also use + in the header, Book Appointment on a customer's profile, or Create Appointment on a lead.
2. Enter the Event Title and pick the Event Type: Appointment, Meeting, Reminder, Repair, Warranty, Time Off, Holiday, Blocked Time or Custom.
3. Set the date and time, or tick All Day. Pick a Color.
4. Optionally choose Assign to Employee, a Work order and a Station, and add a Description.
5. Click Create Event.

Link a customer or lead

Under Linked Contact (optional), search by name, email or phone and pick the person. The contact then shows as a card on the event. Click it to open their profile, or click Change to pick someone else. Click Update Event to save.

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