The Default Appointment Length is a setting found through admin under Company Setup. To utilize the Default Appointment Length feature, you must set an appointment without navigating to the calendar. It will take the date and time entered for the appointment and make the appointment for however long the default appointment length is. You can set these default lengths for Sales, Production and Service type appointments.
Below, you will find how to set the Default Appointment Length and utilizing the feature using a Sales Appointment example.
Enter the amount of hours you want your Default Sales Appointment to last. The example below is 1.5 hours
Click Save once finished.
Save your appointment and click on the Calendar tab.
Look for your appointment on the Day and Time is was scheduled
The appointment was scheduled on Nov 22nd at 10:30am - 12:00pm (1.5 hours) for our salesperson, Jack Smith.
Setting up Default Appointment Length
Navigate to Admin and select Calendar under Company Setup
Enter the amount of hours you want your Default Sales Appointment to last. The example below is 1.5 hours
Click Save once finished.
Utilizing the Default Sales Appointment
Navigate to the Contact tab, select Leads or Customers Record View. Open up the Inquiries/Appointments Tab or Panel and Add or Edit a sales appointment. Fill in Appt Date/Time and Salesperson 1
Save your appointment and click on the Calendar tab.
Look for your appointment on the Day and Time is was scheduled
The appointment was scheduled on Nov 22nd at 10:30am - 12:00pm (1.5 hours) for our salesperson, Jack Smith.