Setting Calendar Appointments

Step 1: 

Visit the Scheduling tab on the left side of the screen. 

Step 2: 

Click on the text bar below where it says 'Scheduling' to select a Sales Rep you'd like to begin scheduling for. 

Step 3: 

Click on any blank/available timeslot on the calendar. This will open up a window requesting information for the appointment. For this example, we've clicked on the 2pm timeslot. 

Step 4: 

Once the window appears, click on the text drop down box to select your customer.

Step 5: 

Click on one of the timeslots to change the duration of the visit. First click on a time for the 'hour', and then click on a time for the 'minutes.'

Step 6: 

Remember to click Save to complete the process and set the visit's appointment slot.