PLATFORM WORKFLOW
Task Description: Add an Appointment from the Communication Panel
Objective: To show Organization Admins and Users how to add an appointment from the Communication Panel
Organization: Under Admin or System User
System Permission Level: User Admin or System User
Step 1
Go to www.growthpowersuite.com and click the green Login button.
Step 2
Enter your username and password then click the blue Login button.
Step 3
Click on your Organization (if you are in multiple organizations). If you are only in one, you will begin on the Dashboard.
Step 4
Click on the Communication Panel tab in the Module Menu Panel.
Step 5
The Communication Panel screen will appear. If the contact was previously communicated from a sequence or prior text, their name can be found under the Unread, Recent, All, or Archive Tabs. Select the contact you wish to add an appointment.
Step 6
On the rightmost panel, the contact’s details panel, click the blue +Appointment at the bottom.
Step 7
The Schedule Appointment popup will appear. Enter all applicable information. Any field marked with an * is required. Once you’ve filled out all the necessary fields, click the blue Save button to save the appointment under the selected contact.
