How to Set Appointments and Tasks

 

Appointments and tasks help you and your staff organize your schedule.

Click the following link to watch the video that shows how to create a new appointment or task.

 

To add an appointment or task:

You can add an appointment or task from the Prospect Profile or Student Profile page. (On the profile, scroll down to the Appointments & Tasks section and click to expand it. Click Add New+, and then follow the steps below.)

You can also add an appointment or task from the Prospect List or the Calendar. (On the Prospects List, hover over the prospect’s card and click the kebab. Click Schedule Appointment or Schedule Task.)

1. In the Add New (appointment or task) pop up, type the title or name for the appointment or task in the Title field.

2. Click the Date and select the date for the appointment or task. Type the starting time next to At and the ending time next to To. Be sure to click the AM toggle if the appointment or task time needs to be PM. (If you’re adding a task, you will only need to enter the starting time next to At.)

3. If desired, select an employee in the Staff Assigned To drop-down list.

4. Select an Appointment Reason for an appointment; select a Task Category for a task.

5. (Optional) Type a brief overview of the appointment or task in the Description field.

6. If you opened the Add New pop-up from the Prospect List or a Student Profile or Prospect Profile, the Attach to Student/Prospect field will be filled in. If needed, start typing the student or prospect’s name and select the correct person in the results.

7. If you want to keep the details of the appointment or task private, select the Private option. Otherwise, leave the Public option selected.

8. Click Submit to create the appointment or task.

For an appointment:

• An email notification will be sent to the prospect or student as soon as an appointment is scheduled.
• The prospect or student will have the ability to confirm the appointment immediately from the email.
• The scheduled appointment or task date and time will appear on the Prospect Profile or Student Profile (as well as on the Calendar).