What are Appointments?
Swivel makes it easy to schedule and manage your calendar through Appointments. Appointments refer to scheduled events, meetings and even personal engagements.
🔍 Tip: For maximum value, please make sure you have completed the calendar and email sync.
What are Appointment Types?
Swivel uses Appointment Types to organize and differentiate various kinds of appointments based on their purpose, duration, or other attributes. This helps to streamline the scheduling process by providing predefined categories so users can quickly select the appropriate type--saving time and providing consistency.
Your account is pre-configured with the following appointment types: Personal, Follow-Up, General, Initial, and Client Review.
Appointment Types also allow you to apply specific settings or rules based on the selected type such as the default duration, color code, and even supports workflow templates.
For instructions on editing and managing Appointment Types please visit our Advanced Setup: Appointment Types section.
Options to Schedule an Appointment
Swivel gives you several options to create and manage client/lead appointments and personal items.
🔍 Tip: Whether you create an appointment from the Dashboard, Contact, Campaign, Event, and/or Outlook calendar the appointment will translate and update in all associated records.
Creating Appointments from Dashboard Widget
From the Dashboard, navigate to the top right and < click on the blue Settings icon and enable the Events and Appointments widget. (Note: the gear color changes to dark gray once you click on it.)
Go to the Upcoming Events & Appointments widget.
Click +New button > go to Appointments section > Select Appointment Type.
Complete New Appointment form pop-up window.
Contacts
User Calendars
Status
Subject
Location
Start
Start On
End On
Description
Campaign optional
Event optional
Click Save button.
The new appointment now appears on Upcoming Events & Appointments.
The new item has also been added and appears on the corresponding Outlook calendar.
The new appointment also appears in the associated Contact records selected.
Creating Appointments from the Calendar
From the Main Menu > go to Calendar > click +Appointment button and select the Appointment Type from the drop-down.
From the contact record, go to the Appointments tab.
Complete New Appointment form pop-up window.
Click Save button.
Creating Appointments from the +Create Button on the Top Navigation
Select +Create
Select the Appointments Accordion
Select your Appointment Type
Complete New Appointment form pop-up window.
Click Save button.
Creating Appointments from the Contact Record
From the Main Menu > go to Contacts > find the desired contact and < click to open their record.
From the contact record, go to the Appointments tab.
Click +New Appointment button
> Select Appointment Type.Complete New Appointment form pop-up window.
Click Save button.
The new appointment now appears on the Appointments tab list for the contact(s).
Creating Appointments from a Campaign
Navigate to Marketing and > click the desired campaign from the Open Campaigns tile.
Navigate to the Appointments tile > click the +New Appointment button
Select the Appointment Type from the drop-down menu.
Complete the new Appointment form and > click Save.
🚧 Important! The campaign must be created prior to creating the Appointment(s). For instructions on creating campaigns, please visit our Marketing section.