Table of Contents
Welcome to OA Mobile SupportContactsProspectsLeadsCalendarNew AppointmentReschedule AppointmentMark Appointment DoneCancel AppointmentSet Appointment PendingEdit AppointmentDelete AppointmentOpen Attached ContactNew Contact To DoOpen Prospect DetailsSet Contact To Do As 'Done'Set Contact To Do as 'Pending'Edit a Contact To DoReschedule Contact To DoDelete a Contact To DoCancel a Contact To DoNew General To DoSet General To Do 'Done'Set General To Do 'Not Done'Delete a General 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|.
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