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.
- 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.
- 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:
- start a call/order
- edit the entry in the calendar
- get directions from Maps or Google
- view customer details
- 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.
- Enter the Appointment title.
- Continue to fill in the appointment fields.
- When you have finished editing the event, touch 'Add' in the top right of the window.
- 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.
- To view the appointments in the iPad calendar App, you can touch on Schedule
Related Articles
Video Guide - Inzant Sales iPad - Call Cycle and Scheduling Feature Overview
n this video on call cycle and scheduling, I will show you haw to pre-set the visit cycle period for a customer/retailer. This will then automatically suggest a date for your next call saving time. Please see links below for more information and ...Video Guide - Inzant Sales iPad- Schedule and Call Cycle- View your call schedule in map view
In this video on call cycle and scheduling, we will show you the filtered to todays call sorted by time retailer map view, all with in the Inzant Sales app. This can be a great visual aid allowing you to take the most efficient route and add in an ...Video Guide - Inzant Sales iPad - Managing Visit cycle period
In this video on call cycle and scheduling, I will show you haw to pre-set the visit cycle period for a customer/retailer. This will then automatically suggest a date for your next call saving time. Please see links below for more information and ...Managing Appointments
Call Schedule Inzant allows you to view your daily schedule ( If / any appointments will show in the box) in simple detail from the home screen in the orange box highlighted. Please note: (See below) Events that are past the current date will show ...Video Guide - Inzant Sales iPad - Scheduling and Call Cycle- Recurring Appointments
In this video on recurring appointments we will show you how to plan a series of recurring appointments. This is really useful when you have a set call cycle and allows you to set it up once and it will be available in for you in an ongoing basis. ...
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 ...Quick Guide Reporting - Customer Website Access Status
To get a list of your existing Retailers & Contacts with the state of their website access you can run a simple report from the Management Portal Reporting Module Click on Reporting in the Side Bar Menu to see the available reports. Click the Website ...Master and Variation Products
Inzant Sales supports Master and Variation products. these products appear in the App slightly different to normal products. This article describes how Master and variation products are displayed in the App. When viewing product lists, on the Product ...Creating a Retailer
This article provides a short walk-through tutorial on the steps required when creating a new Retailer Using the Inzant Sales app. To Create a New Retailer touch 'Retailers' on the left of the screen. You will now be able to view a list of previously ...Editing a Retailer
This article describes the process of editing a retailer. More detailed information on retailer information can be found at the following article (Retailer Detail Screen) To Edit a Retailer touch 'Retailers' on the left of the Home Screen. Touch the ...
Recent Articles
Management Portal - Adding a Pricing Rule Walk Through Video
Watch the linked video as we walk through creating a new pricing rule, set conditions for discounts, select products, choose applicable price lists, and schedule the rule for auto-publishing. Check out the detailed steps and explanations below to ...Performing a Hard Reset on an iPad
Adding a Favourites List to a Retailer
In this video, I will show you how to add a favourites list to a retailer. I will guide you through the steps, including selecting the retailer, navigating to the favourites section, and adding a list. I will also explain how to choose the contact ...Accessing and Managing Favourites Lists
In this video, I will show you how to access and manage your favourites lists on our platform. I will guide you through the steps to access your favourites list, apply filters, and view specific categories. Additionally, I will demonstrate how to add ...Creating Bespoke Favorites Lists for a Contact
In this video, I will show you how to create a bespoke favorites list for a specific contact. Sometimes, certain contacts may have unique preferences, and it's important to cater to their needs. I will guide you through the process of selecting the ...