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  3. Appointments

Appointments

Appointments give you a good overview of contacts and companies and your colleague's availability. Sync your appointments with the most used calendar providers.

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Articles in this section

  • Q: Not syncing regular appointment to Upsales?

    A: A workaround for this is to make the appointment "Private" in your calendar. Then the appointm...

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  • Q: Where can I find the attached file that I upload when I create an appointment?

    A: Click the "Files" tab on the appointment.

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  • Easy Booking: How are appointments distributed?

    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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  • Appointments overview

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

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  • How to create a new appointment

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

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  • 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 ...

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  • How to work with appointment outcomes

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

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  • 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...

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  • 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...

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