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How to set up the Appointment Module?
The "Appointment Module" in SubcontractorHub efficiently manages appointments for leads and projects, allowing users to categorize appointments based on appointment types, roles, and profiles with color-coded filters. This streamlined process ensures a seamless and enhanced scheduling experience within the platform.
Step 1: Locate “Database” on the SubcontractorHub Main Menu
Step 2: Scroll down your Database list to find “Appointments” and select “Appointment Type”.
Step 3: Choose "Leads" to set appointment types for leads, and select "Projects" to set appointment types for projects
Follow the steps below to set the Lead Appointment Type
Step 4: Click the “Add” button in the top right corner.
Step 5: Add a name, choose a background color, and designate roles and users for the appointment type. Click “Save”
Step 6: Go back to the leads page and select your lead
Step 7: Scroll down your lead details page and find "Appointments"
Step 8: The 'Appointment Type' filters are color-coded, aiding users in quickly viewing the day's appointments. You can filter your appointments by selecting a background color.
Click on the “Add Appointment” button just below “Filter By Type”
Step 9: Select your appointment type, title, and description. Choose the assignee based on roles or users and select the users. Set your appointment date and time and click ”Save”
Follow the steps below to set the Project Appointment Type
Step 10: Select projects under appointment type and click on the “Add” button in the top right corner.
Step 11: Add a name, choose a background color, and designate roles and users for the appointment type. Click “Save”
Step 12: Go back to projects and select your project.
Step 13: Click on “Appointments” just below the project stage
Step 14: The 'Appointment Type' filters are color-coded, aiding users in quickly viewing the day's appointments. You can filter your appointments by selecting a background color.
Click on the “Add Appointment” button just below “Filter By Type"
Step 15: Select your appointment type, title, and description. Choose the Assignee and select the users. Set your appointment date and time and click ”Save”
