Articles in this section

• Q: How do I add participants to an appointment in retrospect?

  A: Open the appointment and click on "More details" to add participants or other information. 

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• Easy Booking: How appointments are distributed

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

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• Easy Booking: How it works

  Use this Product to automate your bookings, quickly find mutual meeting times, and minimise no-sh...

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• Appointments overview

  The Appointments list helps you track and prepare for your appointments.If you use Google Calenda...

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• How to create a new appointment

  The Appointments list helps you manage your Upsales appointments. Your admin creates appointment ...

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• How to upload files to appointments

  You can add files, such as a contract, to an appointment.To upload a file to an appointment: Open...

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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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