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 Retailer in question. This involves clicking the ...
    • 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 ...
    • Shutting down Apps running in the background

      If you are noticing your iPad starting to run very slowly and Inzant starting to crash then your iPad may have all its resources being used by other applications running in the background. We'd recommend periodically closing all apps running in the ...
    • Recent Articles

    • Settings - KPI Data Source

      KPOI Data Source settings allow you to change the information shown in the Home Screen Sales Panel. Touch the Utilities Icon Touch Settings  To Change the Data Source Touch Sales KPI Data Source If you have selected a Fiscal Year data source, you can ...
    • Settings - Fixed Products per Row

      Fixed Products per Row mode give you the option to set the number of products per row to be fixed when a device is rotated. Touch the Utilities Icon Touch Settings  Touch Fixed Products per Row Select the option you prefer, this can be changed any ...
    • Settings - Show Bulk Discounts

      Show Bulk Discounts mode give you the option to allow bulk discounts to be applied on the Order Review screen. Touch the Utilities Icon Touch Settings  Touch Show Bulk Discounts Select the option you prefer, this can be changed any time. Once you ...
    • Video Guide - Subscription Management

      Your Inzant Sales Subscription screen allows you to manage the total number of active User Licenses. The configured number of User Licenses is what calculates the total subscription cost each month. The Subscription screen allows you to modify the ...
    • Video Guide - Order Types Explained

      This video covers the work flow from iPad to ERP and what each stage of an order is named. ​​