🎥 Adding meetings & appointments
Appointments are for when you want to keep track of meetings with your customers – for example for viewing sessions after a shoot, or pre-shoot consultations.
You can add appointments on the Activity panel of any record in Light Blue, adding a date and time.
Appointments can also be added from the calendar view by right clicking on a date, then choosing “Create Appointment”. You’ll be prompted to link the appointment to an existing shoot or contact record; most of the time it’s likely you’ll want to link the appointment to a shoot.
Appointments can have appointment types. These are helpful because they let you categorise your appointments – it colour codes them in the calendar and on the Activity panel, but also sets some defaults, like their duration and also any workflows based around them.
Appointments can also have statuses. If you’ve only pencilled in a meeting, just set its status to Unconfirmed. Then, when it’s confirmed, you can set the status to Confirmed. You can also use the built-in calendar to manipulate appointments – just double-click to add an appointment, or right-click on an existing one to change its status.