Call Schedule / Book an Appointment

Call Schedule / Book an Appointment

The Schedule will be available to view from the Home Screen.

The schedule is connected into the Calendar App on the device and will display the current days entries in the calendar.
Past appointment times will be shown in RED, whilst upcoming appointments will be shown in BLACK.

Touching on an appointment in the Schedule will provide you with more information and options.

  1. If the appointment was not created in the Inzant App, the standard calendar information popover will be displayed. This allows you to edit any entries made external to Inzant Sales.
  2. If the appointment was made in Inzant Sales then the linked customer is known and a shortcut menu will be displayed.

This allows you to:
  1. start a call/order
  2. edit the entry in the calendar
  3. get directions from Maps or Google
  4. view customer details 

  1. To Book a NEW Appointment, touch the Plus in the top right of the Schedule box. 

You will now view the 'New Event' pop up. 
  1. Enter the Appointment title.
  2. Continue to fill in the appointment fields.
  1. When you have finished editing the event, touch 'Add' in the top right of the window.

  1. To view todays appointments with the customer plotted on a map, you can touch the Map icon. This will change you to the Retailer Search Screen in Map mode filtered to todays calls.

  1. To view the appointments in the iPad calendar App, you can touch on Schedule


    • Popular Articles

    • Home Screen and Navigating the System

      The Home Screen The home screen is the start up screen for the App. It contains links to all the other major screens and provides some KPI information and access to your schedule. In this article we will discuss all the links so you can navigate ...
    • Setting a Retailer to have Website access from the Management Portal

      To enable customers access to the B2B Portal or Website, you need to allow the Contact on a Retailer to have access. After logging into the Inzant Sales Management Portal you'll need to navigate to the Contact or Retailer in question. Finding a ...
    • Inzant Website CMS User Manual

      The latest version (currently version 1.4) of the CMS User Manual is attached, which you can download and use as required.
    • Creating Hyperlinks

      There are two main areas within the CMS that hyperlinks can be created; In a specific content zone provided by a widget. In the CK Editor content entry zone. Both zones offer the same 3 basic link types, Internal URLs, External URLs and Mailto ...
    • Initialising & Resyncing the Inzant Sales App

      If you need to reload your database the process is quite straight forward. Please be mindful that performing the below process will erase ALL information within Inzant Sales on the device, so please check and make sure all incomplete orders or quotes ...
    • Recent Articles

    • Navigating the Contacts Search Screen

      The Retailer Search screen provides you will a complete list of the Retailer Contacts in the system. It allows simple and advanced searching of contacts and also provides a number of views of the data. The screen also allows you to export displayed ...
    • Using Google reCAPTURE with the Inzant Web Site

      The Inzant website uses reCAPTURE V2 from Google to prevent bots from posting comments on blog articles.  More information of reCAPTCHA can be found here To enable reCAPTURE 1. Register with Google for ...
    • Inzant Sales iPad - Call Cycle and Scheduling

      This play list contains all you need to know about call cycle planning and scheduling, including: 1. Dash board overview 2. feature overview 3.Planning a call at the end of an order 4. Recurring appointments 5. Using map mode 6. Managing call cycle ...
    • Inzant Sales iPad - Dashboard

      This play list gives you an overview of The Inzant Sales dashboard and quick links
    • Management Portal - Orders

      The Management Portal play list includes the following topics; 1.Order Screen views 2.Using Advanced Searches 3.Order types Explained 4.Veiwing and editing an order 5. Taking an order 6. Managing web carts ...