How to Create Appointments and Tasks (Classic View)

April 17, 2019

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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.

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