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Q: How do I add participants to an appointment in retrospect?

A: Open the appointment and click More details. Add colleagues and contacts in the Participants (users & contacts) field, then click Save.

Contacts you add to an appointment that has already taken place do not get a calendar invitation.

If the host of the appointment has calendar sync turned on, only the host and administrators can change the participants. Other users can still leave notes, create follow-ups and upload files.

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Articles in this section

  • Q: Where does the address come from when I choose a location for an appointment?
  • Q: How do I add participants to an appointment in retrospect?
  • Easy Booking: How appointments are distributed
  • Easy Booking: How it works
  • Appointments overview
  • How to create a new appointment
  • How to upload files to appointments
  • How to work with appointment outcomes
  • How to create follow-up tasks
  • How to view your Upsales calendar feed appointments in Google/Outlook

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