How to create a new appointment

The Appointments list helps you manage your Upsales appointments. Create a new appointment to add to your Appointments list.

Your admin creates appointment types on the Activity & Appointment Types settings page.

This article covers:

Click Sales & CRM → Activities → Appointments icon:
Click Add appointment:

You can also create appointments from within a company card
Enter the start date
Enter the start time
Add a description
Select the Company from the Company list. To narrow down the list of options, start entering the company name:
Your name is added to the Participants list by default. Click in the Participants field and start entering contacts or users (click Contacts or Users to switch between the two). For someone not in your database or from another company, enter their email address:
Any synced calendars will show participant availability (only you can see the reasons for a time that's blocked):
Participant names marked with:
- ? haven't responded or clicked may attend
- X declined:
People who have accepted will have their name show under Participants
You can also select the room location if your Admin has added one:
You now add:
- agenda (this will be included in the email invitation)
- appointment type
- campaign (click the dropdown to add an existing campaign or enter a new campaign)
- opportunity (click the dropdown to add an existing opportunity or enter a new opportunity)
- outcomes
Insert your signature and any notes.
Upload any relevant files.
Click Save

How to cancel a new appointment

Open the appointment
Click the dropdown under Outcome and select Not completed:
Participants automatically receive cancellation emails, the appointment is removed from your calendar, and the appointment status is automatically changed to 'didn't happen'