Schedule

Create and edit events

Add appointments, link leads, and update times.

Create an event

  1. Click a day or time slot, or use the New event button.
  2. Set title, type, date, start and end time.
  3. Add customer name, address, phone, email, and notes.
  4. Optionally link a lead so the appointment appears on lead detail.
  5. Save.

Edit or delete

Open the event modal to change fields. Drag on the day view to move time. Delete removes the event from the calendar.

From a lead

Set follow-up date on the lead form, or create a full calendar event from lead quick actions when available.