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How to Create Appointments and Tasks (Classic View)

 

The Appointments and Tasks feature creates less work for you and your staff and helps to organize your schedule.

Note: This article covers tasks and appointments if you have opted out of the new view and are in Classic view. To be in Classic view, you would have clicked your username in the upper-right corner and selected Back to Classic in the menu. (You can go back to the new view by clicking the Launch the New View link in the upper-right corner of the Classic Dashboard. Click the following link to read the article about tasks and appointments in the new view.)

 

To edit staff assignments, trial memberships, appointments, or tasks in Classic view:

1. Hover over the Prospects menu, and then click Active Prospects.

2. Click the blue link of the section you would like to edit.

3. A drop-down or a pop-up will appear, allowing employees to make changes to the prospect.

With appointments:

  • Set or edit the date, description, assigned personnel, and who can view the appointment.
  • After you schedule the appointment the prospect will receive an email notification.
  • The prospect can confirm or decline the appointment from the email.
  • The prospect will also receive a reminder the day before their confirmed appointment.

On the right, you can see a summary of assigned appointments and tasks.

To find all appointments and tasks in Classic view:

1. From within Kicksite, click on To Dos in the upper-right corner.

2. Click either Tasks or Appointments.

 

How to export appointments and tasks to a personal calendar in Classic view:

1. From within Kicksite, click To Dos in the upper-right corner.

2. Click either Tasks or Appointments.

3. Click the blue Export link.

4. Your tasks and appointments can be exported to:

    • Apple iCal
    • Microsoft Outlook
    • Google Calendar

5. Click the Subscribe to This Calendar button under Schoolwide Tasks and Appointments to sync all tasks and appointment for the school; click the Subscribe to This Calendar button under My Personal Tasks and Appointments to sync only the tasks and appointments assigned to you.

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