Articles in this section
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Q: Where can I find the attached file that I upload when I create a meeting?
A: You can find the attached file in the "Files" tab on the meeting.
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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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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 in your Sa...
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How to subscribe to your Upsales calendar feed and view appointments in Google/Outlook
A calendar feed or an iCal feed, is a one-way, read-only feed of your Upsales appointments. These...
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