GoCRM Appointments lets you set up a meeting, a call, a demo, or any other type of event.
Setting Appointments up is very simple. When you first navigate to the Appointment page, you'll see a calendar, ready to be populated with your schedule.
Adding an Appointment
When it's time to create a new appointment, you can do that in a number of ways. When you add an appointment from a Contact or a Deal page, the relevant details are already filled out. From the Calendar, you can add one by selecting +Add Appointment.
Enter the title, location, start time, duration & description of the event. Then you can associate attendees, both team members, and contacts.
You can also view an appointment from the dashboard or on the contact page.
β Contact Page
β Dashboard
Appointment Reminders
You can also set up an appointment reminder to be alerted prior to the due date and time. Just be sure to have your notifications enabled.
β Notification