Agentcis allows you to schedule meetings with your clients or partners and notifies them via email once the appointment is confirmed. This helps ensure that everyone involved is informed and prepared ahead of time.
Step-by-Step Guide to Adding an Appointment
Step 1: Start from the Top Bar
To quickly add an appointment, click the drop-down menu beside the client icon in the top navigation bar of your Agentcis dashboard.
Note: Appointments can also be created from the Dashboard or from within the Client or Partner detail pages.
Step 2: Select "Add Appointment"
Choose Add Appointment from the dropdown options.
Step 3: Choose the Type of Appointment
Select whether the appointment is for a Client or a Partner.
Step 4: Select the Contact
Choose the specific client or partner you are scheduling the meeting with.
Step 5: Set the Date, Time, and Timezone
Choose your timezone, and then set the appointment date and time.
Step 6: Add a Title
Give your appointment a clear title that reflects its purpose (e.g., "Initial Consultation" or "Document Review").
Step 7: Add a Description (Optional)
You can include a brief description of the meeting agenda for additional context.
Step 8: Add Team Members as Invitees
If needed, you can invite your team members by selecting their names under the Invitees section.
Everyone selected — including the client or partner — will receive an email notification with the appointment details.
