Schedule an Appointment for a Contact

You can add appointments and connect them with your contacts. Track them from the contact or on the calendar.

1. From the Contact Record, click the Appointments tab.


2. Click the Add Appointment button.


3. Add the appointment information and click Save.

Make sure the start time is before the end time. Also you may want to select a color.

4. The appointment details will be visible from the Calendar.

You will be able to link the contact to the appointment.

5. You will also see the future and past appointments from the Contact Record, in the Appointments tab.