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Scheduling & Calendar

Set Appointment

1 min readUpdated Aug 27, 2026AllHow ToSuggest edit
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What this page is for:
 Book a sales appointment on a day timeline: pick person, date, times, optional drag-create. Map shows that rep’s day.

Where: Opportunity Scheduling → New Appointment
 /portal/schedules/sales-calendar-new?opportunity_id=…
 Title: Set Appointment | Klaus Connect
 Left: Set Appointment + opportunity id

Steps:

  1. Lead: Service, Address, Branch.

  2. Schedule: Date, Start, End, Sales Person (Select Sales Person), Note (Any additional comments or special requirements...).

  3. Clear, Cancel (back), Set Appointment (Setting...). Calendar loading: Loading calendar...

  4. Timeline: Search..., Filter / Filter (N) → Location, Select All, Clear, Done. Empty people: No resources match your filters. — Adjust search or location filters.

  5. Drag on a row to draft times. Pin on a person previews route.

  6. Right: Map & Route, Map Analysis (Loading / Ready / Idle), Select a sales person, Selected Date, Day Events, Start, End. Loading map... / Analyzing route...

Click an existing chip → Event Details.

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