Making An Appointment for a Contact

You can add appointments and connect them with your contacts.

To learn how to integrate your AllClients Calendar with your Google Calendar, click here.

From the Contact Record, click the Appointments Tab.

From the Contact Record, click the Appointments Tab.

Click the Go To Calendar option.

Click the Go To Calendar option.

On the Calendar select the Day and Time for the appointment and click to add the appointment.

On the Calendar select the Day and Time for the appointment and click to add the appointment.

Add the appointment information and click Save.

Add the appointment information and click Save.

Make sure the start time is before the end time. Also you may want to select a color.

 

The appointment details will be visible from the calendar.

The appointment details will be visible from the calendar.

you will be able to link to the contact the appointment is with.

You will also see the future and past appointments from the contact record, in the Appointments Tab.

You will also see the future and past appointments from the contact record, in the Appointments Tab.