Appointments
The screenshots on this page do not all reflect the new web version yet.
Appointments help you schedule and manage meetings.
An appointment records a meeting's title, details, status, date + time and duration. It is assigned to a particular user.
An appointment can be recurrent, that is it can occur at regular intervals.
Appointments also record meeting attendees, divided into:
- employees
- case contacts
Appointments are linked to cases.
When you create appointments you are warned if the appointment would overlap with any existing appointments for the invitees, both employees and case contacts, see Double bookings.
When you create non-recurrent appointments you can send meeting invite emails to the employees who are attending.
Calendars
Each appointment is linked to a case. Appointments are viewed at the case's Calendar tab, where you also create appointments for the case.
Appointments and merge fields
Case appointments can be inserted into Word documents using a tabular merge field. The Appointments list lists all the case appointments in one table and can be customised to display other information such as the employee responsible, see Appointments list merge field.
The title and details of an appointment can be included in meeting invite emails using merge fields, see Appointment email templates.
Appointment titles
The set of possible appointment titles is created at the Appointment Title List, which is located by selecting Lists >Other Lists from the main menu, see Other Lists.