Articles in this section

• Easy Booking Pro

  Bring the power of Easy Booking to your entire team. Make sure appointments are automatically dis...

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• Easy Booking: How appointments are distributed among your team

  With Upsales Easy Booking Pro you can automatically assign appointments to your team members. It’...

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• Targets: Appointments

  Set a range of appointment targets for your users – ongoing, weekly, or monthly. This article cov...

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• Easy booking

  Automate your bookings, reduce the hassle of finding a suitable time, and minimise no-shows. With...

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• Använd Upsales kalender synk med Google Calendar eller Office365

  Google Calendar och Office 365 synk med Upsales erbjuder dig att enkelt sätt att boka möten i Ups...

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• Working with Appointments

  The Appointments list helps you track and prepare for your appointments. Video 3.24: How to work...

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• Creating a New Appointment

  Prerequisite: Your admin creates the appointment types on the Activity & Appointment Types settin...

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• Adding Files to Appointments

  You can upload one or more files, such as a contract, to attach to an appointment. To upload a fi...

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• Working with Appointment Outcomes

  Instead of entering full details of appointments every time, use Appointment Outcomes to speed up...

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• Creating Follow-up Tasks

  After completing a Task, you can create a related follow-up to keep the momentum going.   How to ...

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• Subscribe to your calendar feed

  Subscribe to your own appointments in your Upsales calendar by copying the calendar feed link and...

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