How to create an appointment on a calendar?

Find our practical guide to effectively schedule your appointments.

Step 1: Access the Calendar Section 

Once logged into the Centiva CRM application, you will be directed to the dashboard. In the left menu, navigate to the calendars page by clicking on "Calendars".

Step 2: Create a New Appointment 

On the calendars page, at the top right, click on the "+ New" icon to create a new appointment.

Step 3: Fill in the Appointment Details: 

A new window will appear where you can enter the details of your new appointment:

1. Select the calendar from the dropdown menu: If you have multiple calendars, choose the one on which you want to create the appointment. 
2. Appointment Title: Enter a title for your appointment. 
3. Team Member: Specify the person initiating the appointment. 
4. Date and Time: Select the date and time of the appointment using the options provided in the form. 
5. Description: If necessary, add a description to provide additional details about the appointment. 
6. Location: Specify where the appointment will take place, if applicable. 

7. Participants: Add relevant people involved.

Step 4: Save the Appointment 

Once all details are entered, click the "Schedule Appointment" button.

Step 5: Verify and Manage Appointments 

• Verify information: After saving the appointment, ensure it appears correctly in your calendar. You can also go back to edit or delete the appointment if needed.