Appointment setting revolves around the calendar diary. Normally you would have a calendar for each salesperson, all you need to do is create the sales person names in the Menu option, Setup > Sales People.

You can either have a predefined list of daily times to select from, or let the caller select any time.

The advantage of having a predefined list is that you can prevent double bookings and appointments too close together. Do this by going to the Menu option, Setup > Customer Status. Edit the relevant Status (eg Appointment), set the Interval to the required number of minutes, for example 180. This will mean that the calendar will automatically remove the preset times 180 minutes either side of a booked appointment.

The calendar works by showing those Accounts that have a certain Status, Sales Person and date/time (owner is another option but rarely used).

Set the status to use in the Database Area setup. Most often this is "Appointment", but there may also be sub-statuses such as "Unconfirmed" and "Confirmed"; the calendar will show all entries with the same Status (regardless of the sub-status).

Click here for information on selecting which field to use for the appointment date/time. The default field is the Nextdate which is fine unless you want to set call-back dates in addition to the appointment date, or if you want to be able to store multiple appointment dates on any account.

The calendar can be shown in either Weekly or Monthly format, this is configured in the Database Area setup.

When signing on to the system User Profiles can be configured to go directly to the calendar, click here for more information.

To configure the system to link with Google Calendar, click here.

After an appointment is booked, it is common for the external sales person to use their remote device to enter feedback on the appointment. Click here for more information on how to setup a webpage for remote feedback.