Table of Contents
Welcome to OA Mobile SupportContactsProspectsLeadsCalendarCalendar Day ViewNew AppointmentReschedule AppointmentMark Appointment DoneCancel AppointmentSet Appointment PendingEdit AppointmentDelete AppointmentOpen Attached ContactNew Contact To DoNotesMy AccountAdmin ConsoleUser ConsoleTerms & ConditionsAdditional Information
New Appointment (Calendar Day View)
An appointment is an arrangement to contact or meet someone at a particular time or
place. It can refer to a variety
of scenarios
such as a doctor's visit, a business meeting, or any planned event such as a phone call or Zoom meeting
where two or
more people agree
to come into contact at a set time. To make a new appointment in the OA Mobile calendar (day view), follow
the
directions
below.
- From the OA Mobile |Navigation Bar| select the |Calendar|.
- Select |View|Day View|.
- Select the |Add Appointment| button.
- Select a contact to attach to your appointment. If you don't see the correct contact in your |Recently Viewed Contacts| list, use the |Search Contacts| button to find the appropriate contact.
- Select the |Add Appointment| button.
- Enter the appointment details.
- Select the |Save| button.
- Your appointment will display within the appointments section at the specified date and time.
- To view the details of your appointment, select the appointment to expand the view. From here you may open the attached contact details by selecting the |Contact| button. Mark the appointment as done by selecting the |Done| button. Reschedule the appointment by selecting the |Reschedule| button. Edit the appointment by selecting the |Edit| button. Delete the appointment, by selecting the |Delete| button. Finally, you may cancel the appointment by selecting |Cancel Appointment|.
To create an appointment without linking to specific contact, select |Do not Link To a Contact|. To search
for other
contacts not in your |Recently Viewed Contact| list, select |Search Contacts|. To add a new contact to link
to the new
appointment, select |Add New Contact|.
An appointment is an arrangement to contact or meet someone at a particular time or
place. It can refer to a variety
of scenarios
such as a doctor's visit, a business meeting, or any planned event such as a phone call or Zoom meeting
where two or
more people agree
to come into contact at a set time. To make a new appointment in the OA Mobile calendar (day view), follow
the
directions
below.
- From the OA Mobile |Navigation Bar| select the calendar drop down arrow.
- Select |Day|.
- Select the |Add Appointment| button.
- Select a contact to attach to your appointment. If you don't see the correct contact in your |Recently Viewed Contacts| list, use the |Search Contacts| button to find the appropriate contact.
- Select the |Add Appointment| button.
- Enter the appointment details.
- Select the |Save| button.
- Your appointment will display within the appointments section at the specified date and time.
- To view the details of your appointment, select the appointment to expand the view. From here you may open the attached contact details by selecting the |Contact| button. Mark the appointment as done by selecting the |Done| button. Reschedule the appointment by selecting the |Reschedule| button. Edit the appointment by selecting the |Edit| button. Delete the appointment, by selecting the |Delete| button. Finally, you may cancel the appointment by selecting |Cancel Appointment|.
To create an appointment without linking to specific contact, select |Do not Link To a Contact|. To search
for other contacts not in your |Recently Viewed Contact| list, select |Search Contacts|. To add a new
contact to link
to the new appointment, select |Add New Contact|.
Subtopics
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