New appointment
Create a structured appointment record with the information needed for the scheduled activity.
From booking to timely follow-through
Appointments
Create and manage appointments from one working list, place them in the shared activity calendar, schedule appointment reminders and automatically send calendar information to the people who need it.
SharedActivity calendar
ScheduledReminders & send-outs
CentralAppointment list
What you can do
Everything your team needs, connected.
Create and manage appointments from one working list, place them in the shared activity calendar, schedule appointment reminders and automatically send calendar information to the people who need it.
Consistent appointment entry
Give staff one repeatable route for registering new appointments.
Appointment list
Review all appointment records from a central working list.
Upcoming visibility
Use the list to check work that is scheduled and still needs attention.
Historical reference
Keep earlier appointment records available for operational context.
Appointment maintenance
Open a record from the list when its information needs review or updating.
Activity-calendar connection
Show appointments in the shared calendar of business activities.
Day-level calendar view
Review scheduled appointment activity for the selected date.
One scheduling context
See appointments alongside other relevant activities instead of maintaining an isolated diary.
Reminder-channel setup
Configure appointment reminders through the central reminder-channel page.
Scheduled appointment reminders
Set communication to go out at the appropriate time before or around an appointment.
Calendar send-out
Schedule delivery of calendar information from the reminder-channel workflow.
Selected recipients
Direct appointment or calendar communication to the intended people.
Repeatable daily coordination
Use the calendar, list and scheduled communication together as a dependable operating routine.
Fewer missed follow-ups
Make upcoming appointments visible and support timely action without relying only on memory.
Connected appointment workflow
Create the appointment once. Keep it visible everywhere it matters.
iCRM connects the appointment record, working list, daily activity calendar and scheduled communication so teams can coordinate the event before, during and after its scheduled time.
01CreateRegister the appointment
02OrganiseManage the working list
03SurfaceShow it in the calendar
04NotifySchedule reminders
05CoordinateSend calendar information
01 / CREATE THE APPOINTMENT
Capture the scheduled activity in one structured record.
Register a new appointment through the dedicated entry screen. A consistent creation path gives everyone the information they need and supplies the appointment data used by the list, calendar and reminder workflow.
- Dedicated new-appointment screen
- Consistent scheduling information
- One source for downstream calendar visibility
- Foundation for reminders and follow-through
02 / WORK FROM THE APPOINTMENT LIST
Keep upcoming and earlier appointments in one manageable view.
The appointment list becomes the team’s operational index. Review scheduled work, locate an earlier appointment for context and open a record whenever its information needs attention.
- Central appointment list
- Upcoming schedule visibility
- Historical appointment reference
- Direct access for review and maintenance
03 / SEE IT IN THE ACTIVITY CALENDAR
Place appointments inside the wider business day.
Appointments appear in the activity calendar rather than remaining in an isolated list. Teams can review the selected day and understand scheduled appointments alongside other relevant business activities.
- Shared activity-calendar visibility
- Selected-day schedule view
- Appointments alongside related activities
- Clearer coordination across teams
Daily operating practice
Use the activity calendar to prepare the day, then use the appointment list when a team member needs the full working record.
04 / SCHEDULE APPOINTMENT REMINDERS
Prompt the right action without relying only on memory.
Configure appointment reminders through the central reminder-channel page. The schedule determines when communication should be triggered so the intended people receive a useful prompt around the appointment.
- Central reminder-channel configuration
- Appointment-specific scheduling
- Timed communication
- Selected reminder recipients
- Fewer missed appointment follow-ups
05 / SCHEDULE CALENDAR SEND-OUTS
Deliver calendar information as part of the same communication workflow.
Use the reminder-channel configuration to schedule calendar send-outs. This turns the calendar from a screen that must be checked manually into information that can be delivered to selected recipients at the configured time.
- Scheduled calendar delivery
- Configured send-out timing
- Selected recipient audience
- Shared schedule information beyond the calendar screen
- Repeatable coordination routine
How to manage appointments
A practical route from booking to follow-through.
Use the same connected sequence for each appointment so the record, calendar and communication stay aligned.
Create the appointment
Register the scheduled activity and complete the information required by the team.
Check the appointment list
Confirm that the record appears in the central working view and review its details.
Review the calendar
Use the activity calendar to understand the appointment within the selected day.
Configure the reminder
Choose the appropriate timing and recipients through the reminder-channel workflow.
Schedule the send-out
Deliver calendar information automatically when broader coordination is required.
Follow through
Use the calendar and appointment list together to complete the next operational action.
Detailed capability map
More than a feature list. A complete working process.
Explore how the screens and functions in Appointments support setup, daily operations and continuous improvement.
Configure the foundation
New appointment
Create a structured appointment record with the information needed for the scheduled activity.
Consistent appointment entry
Give staff one repeatable route for registering new appointments.
Appointment list
Review all appointment records from a central working list.
Upcoming visibility
Use the list to check work that is scheduled and still needs attention.
Historical reference
Keep earlier appointment records available for operational context.
Run day-to-day work
Appointment maintenance
Open a record from the list when its information needs review or updating.
Activity-calendar connection
Show appointments in the shared calendar of business activities.
Day-level calendar view
Review scheduled appointment activity for the selected date.
One scheduling context
See appointments alongside other relevant activities instead of maintaining an isolated diary.
Reminder-channel setup
Configure appointment reminders through the central reminder-channel page.
Control, report and improve
Scheduled appointment reminders
Set communication to go out at the appropriate time before or around an appointment.
Calendar send-out
Schedule delivery of calendar information from the reminder-channel workflow.
Selected recipients
Direct appointment or calendar communication to the intended people.
Repeatable daily coordination
Use the calendar, list and scheduled communication together as a dependable operating routine.
Fewer missed follow-ups
Make upcoming appointments visible and support timely action without relying only on memory.
How it works
A clear workflow from setup to insight.
Create
Register the appointment with the required scheduling information.
Surface
Review it from the appointment list and shared activity calendar.
Notify
Configure reminders and scheduled calendar send-outs.
Follow through
Use the daily view and working list to complete the next action.
See Appointments in action
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