How To View Your Appointments Inside Your STS CRM™
This guide explains how to view scheduled appointments in the Systemized To Scale CRM, including how to toggle between different users and team members calendars for a comprehensive overview of appointments.
Step 1: Access Appointments
Navigate to Appointments:
Log in to Systemized Scale CRM.
Click on "Appointments" to go to the calendar page.
Step 2: View All Appointments
Toggle All Appointments:
Ensure the "All" toggle is on to view appointments across the whole company.
Note: If the page is buffering, it may be due to no scheduled appointments (common in demo accounts).
Step 3: Filter by User
Select Specific User:
Use the dropdown menu to toggle between different users.
View specific call bookings for each user.
Step 4: View Team Member Calendars
Navigate to Calendars:
Click on "Calendars" for an overview of team members' calendars.
Toggle Calendars:
Toggle on/off individual calendars to view specific schedules.
Summary
By following these steps, you can easily view and manage appointments in Systemized Scale CRM. This includes toggling between company-wide and individual user views, ensuring you have a comprehensive understanding of your team’s scheduled appointments.
