View and Edit Appointments

As a salesperson, you can plan your day and manage activities from the Calendar.

Once you start the route, you're directed to the Appointments tab of the Calendar page to view the list of appointments associated with your route. Tap any appointment card to view more information.

Note:

For tablet devices, tap Calendar from the Main menu to view appointments.

Using the Appointments tab, you can perform the following steps:

• Tap account name on the expanded appointment card to view account information.

• Tap Location icon on any appointment cards to view the location of the appointment address.

• Check in to the store by tapping Check In on the expanded appointment card.

• Tap Resume Visit on the expanded appointment card to resume your store visit.

• Filter the appointments based on the appointment times or statuses.

• Tap List or Map to switch between appointments list view or map view.

  On tablet devices, tap Detail or Map to switch between appointment detail or map view.

• Search for the appointment using the search bar.

• Tap Create Appointment to create a new appointment.

• Tap Pick List on the expanded appointment card to view and print complete delivery list for the store visit.

• View individual appointment information by tapping the appointment name on the expanded appointment card. On the individual appointment details page.

  • Tap appointment name on the Summary tab, to view general information such as associated account, complete address, appointment time, and status.

  • Tap the account name to view the information about the account.

  • View a list of associated store visit tasks on the Tasks tab.

  • View associated notes and analytics reports on the Notes and Analytics tabs respectively. Tap Plus (+) icon on the Notes tab to create notes without checking in to the appointment.

  • Tap Edit Appointment from the Actions menu to edit any appointment details.

  • Tap No Service Provided from the Actions menu to provide a reason for not performing the store visit.

  • Tap Resume Visit from the Actions menu to resume your store visit.

  • Tap Create Follow-Up from Actions menu to create a follow-up appointment based on the selected appointment.

Note:

You must associate store visit type to the newly created appointment using the web application to view the store visit tasks on the mobile or tablet.