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How to Create Appointments and Tasks (Classic View)

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This feature creates less work for you and your staff and helps to organize your schedule.

 

To edit staff assignments, Trial Memberships, Appointments, or Tasks:

  1. From within Kicksite, hover over Prospects, 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:

  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:

  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:
    • iCal
    • Outlook
    • Google3

5. Click the Subscribe to This Calendar button.