How do I edit an appointment?
Edit Appointments from the Dashboard
To edit or update an appointment from the dashboard widget--
Navigate to the Upcoming Events & Appointments widget.
Select the desired appointment, > click the Action icon > select Edit
Complete Edit Appointment form pop-up window.
Click Save button.
Edit Appointments from the Calendar View
To edit or update an appointment from Calendar--
Click the Calendar tab on the Main Navigation Menu
Navigate to the the desired appointment
Click on the appointment directly, from the Appointment Details slide-out form > click Edit.
Click Save button.
🔍 Tip: Appointment Details now displays the primary contact information for the contact including Full Name, Primary Phone Number, and Primary Email Address.
You can still navigate to the contact record by clicking the Full Name of each attendee.
If you have a VOIP provider, you can use click-to-dial by clicking the Phone Number.
If you have the Mail app configured, you can send direct emails by clicking the Email Address.
Edit Appointments from the Contact
To edit or update an appointment from the contact--
Navigate to the desired contact.
From the Appointments tab, select the desired appointment > click the Action icon > select Edit.
Complete Edit Appointment form pop-up window.
Click Save button.
Edit Appointments from the Campaign
To edit or update an appointment from the Campaign and/or Event--
Navigate to the Marketing tab and select the desired campaign.
From the Appointments tile, select the desired appointment and > click the Edit button
Complete Edit Appointment form pop-up window.
Click Save button.
How do I delete an appointment?
🔍 Tip: Instead of deleting a calendar item if the appointment was canceled, users can update the appointment status to Canceled or Rescheduled so the appointment is not deleted completely.
Delete Appointments from the Dashboard Widget
To delete an appointment from the dashboard widget--
Navigate to the Upcoming Events & Appointments widget.
Select the desired appointment, > click the Action icon > select Edit > click Delete
Delete Appointments from the Calendar View
To delete an appointment from the Calendar View --
Click the Calendar tab on the Main Navigation Menu
Navigate to the the desired appointment
Click on the appointment directly, from the Appointment Details slide-out form > click Delete.
Delete Appointments from the Contact
To delete an appointment from the Contact--
Navigate to the desired contact.
From the Appointments tab, select the desired appointment > click the Action icon > select Delete.
Click Save button.
Delete Appointments from the Campaign and/or Event
To delete an appointment from a Campaign and/or an Event--
Navigate to the Marketing tab and select the desired campaign or event.
From the Appointments tile, select the desired appointment and > click the Delete button
Click Save button.
Scheduling FAQs
How do I set up my calendar?
Each user has an individual Swivel Calendar. In addition to the Swivel Calendar, users can sync their email and calendar (e.g. google and outlook).
How do I color code the calendar?
Swivel allows you to color code the Appointment Type (e.g. Annual Review, Client Appointment, etc.). To learn more, visit the Appointment Types section.
What is the event and campaign section on the Appointment form?
These fields are used to tie appointments scheduled to the originating event (e.g. seminar) and/or campaign (2024 Retirement Planning campaign)
I scheduled an appointment on behalf of another user. Why can't I see it on my dashboard?
The dashboard widget will show all of events and appointments for the user currently logged in. If you would like the appointment also display on your calendar, you can add yourself to the appointment. Please visit the Calendar Management article to learn more.
Can I delegate scheduling access in Swivel?
Yes! Please visit the Calendar Management article to learn more.
Does Swivel sync with a scheduling system (i.e. Calendly)?
While Swivel does not sync directly with an outside scheduling system, as long as you have the correct calendar synced to Swivel, appointments will flow through as expected.
Do users need to have outlook calendar edit permissions in order to make changes to another user's calendar?
No. The Swivel calendar integration and sync allows all users to edit, manage, and schedule appointments for the user's calendar(s) that have been synced.
Can I edit a Reoccurring calendar event in Swivel?
No, a reoccurring calendar event created in your integrated calendar account (Microsoft or Gmail) cannot be edited within Swivel. However, any updates or changes made to this reoccurring event with Microsoft or Gmail will be reflected into Swivel.
**In rare instances, edits made to a recurring event in outlook and/or gmail, may trigger the creation of a net-new appointment. If this occurs, delete the incorrect (outdated) appointment on Swivel.
How do I notate that an appointment has been completed, rescheduled, confirmed, or cancelled?
Navigate to the desired appointment and edit the Appointment Status badge
Appointment Form Definitions
Field Name | Definition |
Contacts | The contact(s) invited for a given appointment. Users can remove or add contacts. |
Producer | Identifies the user responsible for the appointment. Producer identifies the corresponding Outlook calendar an appointment will sync and update.
*This is a required field. |
Calendar | Identifies the corresponding calendar associated to a scheduled appointment. |
Status | Identifies the current status or outcome for a given appointment or event. Options include: Pending, Confirmed, Kept, Rescheduled, No Show, Canceled. |
Subject | The name of the appointment. The subject is displayed as the preview text when viewing an appointment from the dashboard.
*This is a required field. |
Location | Identifies where the appointment will occur. |
Start On | Identifies the start date & time of the appointment.
*This is a required field. |
End On | Identifies the end date & time of the appointment. |
Description | Additional information about the appointment |
Campaign | Identifies the marketing campaign associated to a scheduled appointment. |
Event
| Identifies the event within a marketing campaign, the appointment will be associated. The contact must be registered to the respective event to associate the appointment. |