Add appointments to the Scheduler

The RealtimeCRM Scheduler enables you and others on your team to book appointments and eliminate double bookings. Its intuitive drag and drop scheduling allows you to save time and become more efficient helping you focus on what’s most important to…

Delete an appointment from the Scheduler

To delete an appointment from the Scheduler simply click on the appointment which you wish to delete and then in the dialog box that opens click the red <i class=> Delete button, a new dialog box should now open asking you to confirm…

View My Agenda in the Scheduler

The ‘My Agenda’ view allows you to view all your appointments for a given week. If you’re an engineer or a tutor then it is unlikely that you want to view everyone’s schedule. You’re really only interested in your own,…

Group Users in the Scheduler using Tags

The RealtimeCRM Scheduler enables you and others on your team to book appointments and eliminate double bookings. Of course the Scheduler may be relevant to a certain subset of your team such as your Engineers booking appointments rather than your…

Editing the Scheduler Appointment statuses

Our Scheduler allows you to record appointments and in real time change their status. So, for example lets say you have an engineer who gets to an appointment he’d change the status on his appointment to ‘Started’ then once he’s…