Book an appointment

Personas: Coordinator (anyone in the office who books customer meetings) · Modules: Appointments Book a customer meeting by clicking a free time slot on a grid — no typing dates by hand.

Before you start: the customer must exist in Customers; the colleague they meet (optional) must exist in Employees.

1. Pick a slot — Coordinator

1. In the Sales sidebar group, open Appointments. Instead of a plain list, a slot picker opens: a three-day grid of 30-minute slots between 09:00 and 18:00, with weekends closed (Saturday and Sunday are not offered).
2. Slots already holding an appointment show as taken — double-booking is visible at a glance.
3. Click a free slot. The create form opens with the appointment time (At) already filled in from the slot you clicked — you never type the date or time.

2. Fill in who — Coordinator

1. Pick the Customer (required).
2. Optionally pick the Employee the appointment is with — a one-desk business simply leaves it empty.
3. Add a short Note if useful, and save. The slot immediately shows as taken on the grid.

What happened behind the scenes

• The booked slot is stored as the appointment's At date-and-time, written by the picker.
• No number, no status, no workflow — the appointment is just there, and the grid is the truth about what is free.

Variations and refusals

• Wrong time? Open the appointment and edit it (or delete it) — the grid updates accordingly.
• Times outside 09:00–18:00, or on a weekend, are simply not offered on the grid.

See also

• Appointments module