Creating a Calendar Appointment

Learn how to create a calendar entry for a Date Hold, Phone Conversation, or a general entry

Releventful Support avatar
Written by Releventful Support
Updated over a week ago

To create a calendar entry for a date hold, phone conversation, or any other reason, take the following steps:

  1. Navigate to your Calendar by clicking the calendar icon in the left side navigation

  2. Choose Add in the top left

  3. Select Date Hold, Phone Conversation, or Other from the dropdown (see article on scheduling a meeting from your Calendar)

  4. Add a Description (required) to provide details for this entry

  5. Add a Location. Paste in a physical address, phone number, or virtual meeting details (Zoom, Google Meet, Skype, etc.).

  6. Choose the Start and End date & times

  7. Click Save

(see example calendar appointment for a Phone Conversation)

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