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Q: Not syncing regular appointment to Upsales?
A: A workaround for this is to make the appointment "Private" in your calendar. Then the appointm...Read more
Q: Where can I find the attached file that I upload when I create an appointment?
A: Click the "Files" tab on the appointment.Read more
Easy Booking: How are appointments distributed?
With Upsales Easy Booking Pro you can automatically assign appointments to your team members. It’...Read more
Automate your bookings, reduce the hassle of finding a suitable time, and minimise no-shows. With...Read more
The Appointments list helps you track and prepare for your appointments. Video 3.24: How to work...Read more
How to create a new appointment
The Appointments list helps you manage your Upsales appointments. Create a new appointment to add...Read more
How to upload files to appointments
You can add one or more files, such as a contract, to attach to an appointment. To upload a file ...Read more
How to work with appointment outcomes
Instead of entering full details of appointments every time, use Appointment Outcomes to speed up...Read more
How to create follow-up tasks
After completing a Task, you can create a related Follow-up to keep the momentum going in your Sa...Read more
How to view your Upsales calendar feed appointments in Google/Outlook
A calendar feed or an iCal feed, is a one-way, read-only feed of your Upsales appointments. These...Read more