Normal method

When creating an appointment using the normal method, you can configure all possible appointment settings.

For example, you can specify the appointment subject, details, times, action, and location. You can also add entire teams or internal attendees who are Sage CRM users. You can select a status and priority, link the appointment to entity records, and configure notifications, recurrence, and other appointment settings.

You can add external attendees who are not Sage CRM users only after saving your appointment.

To create an appointment using the normal method:

  1. In the top right corner of the Sage CRM window, click .
  2. Click New Appointment.
  3. Configure the appointment fields. For more information, see Appointment fields.

    When setting the appointment time, you can use the Meeting Planner panel to check the availability of internal appointment attendees and avoid possible conflicts. The Meeting Planner doesn't show the availability of external appointment attendees. The Meeting Planner is not available for recurring appointments.

  4. Click Save.

    Now you can add external attendees to your appointment, if necessary. For more information, see Adding external attendees to an appointment.