Difference between revisions of "Web Future Appointments"
(Created page with "Path: Callproof Support - Website - Navigation Bar - Dashboard - Appointments == What are Future Appointments? == This feature i...") |
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| − | Path: [[Callproof Support]] - [[Website | + | Path: [[Callproof Support]] - [[Website]] - [[Dashboard]] - [[Web Future Appointments|Appointments]] |
| + | [[File:web_future_appointments.jpg|200px|thumb|right|Index of Future Appointments]] | ||
== What are Future Appointments? == | == What are Future Appointments? == | ||
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| − | [[ | + | [[Web Future Appointments|Future Appointments]] is an index of all Future Appointments scheduled within Callproof. |
| + | Click the contact company or name to edit contact. | ||
| + | Click the Notepad to edit the event details or add invites. | ||
| − | == Adding an Invite == | + | Click the red X to delete Future Appointment. |
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| + | Search results can be exported to .csv for downloading by clicking Export Scheduled Appointment Search Results on top or bottom of search results. | ||
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| + | [[File:future_appointment_edit.jpg|200px|thumb|right|Editing a Future Appointment]] | ||
| + | == Editing Future Appointment / Adding an Invite == | ||
To add another person to the Google Calendar Event, click Add Invite. This will pull up the Edit Future Events screen. | To add another person to the Google Calendar Event, click Add Invite. This will pull up the Edit Future Events screen. | ||
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Click Save to update the event and push it to the Google Calendar again. | Click Save to update the event and push it to the Google Calendar again. | ||
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| + | '''Note''': Invited guests are added to the event but are not emailed. To email invited guests with meeting details, log into Google Calendar, select the event, and then email invited guests here. | ||
Latest revision as of 16:53, 3 December 2014
Path: Callproof Support - Website - Dashboard - Appointments
What are Future Appointments?
This feature is in Beta testing.
Future Appointments are scheduled appointments that also populate a Google Calendar.
Future Appointments is an index of all Future Appointments scheduled within Callproof.
Click the contact company or name to edit contact.
Click the Notepad to edit the event details or add invites.
Click the red X to delete Future Appointment.
Search results can be exported to .csv for downloading by clicking Export Scheduled Appointment Search Results on top or bottom of search results.
Editing Future Appointment / Adding an Invite
To add another person to the Google Calendar Event, click Add Invite. This will pull up the Edit Future Events screen.
To invite additional guests to the event, click the Invite checkbox. Type in the email address of additional guests and click Add. Guests are not added to the event until Add is selected.
Invited guests must show up in a box under the email field to be included.
Click Save to update the event and push it to the Google Calendar again.
Note: Invited guests are added to the event but are not emailed. To email invited guests with meeting details, log into Google Calendar, select the event, and then email invited guests here.
