Welcome to the onboarding guide for setting up the calendar in Rocket CRM! This guide will help you navigate the setup process to ensure you can effectively manage your appointments and schedule.
Step 1: Accessing the Calendar Feature
- Log into your Rocket CRM account.
- Navigate to the main dashboard.
- Look for the "Calendar" icon in the navigation bar and click on it.
Step 2: Syncing Your Calendar
To ensure all your appointments are in one place, you can sync your existing calendar.
1. Click on the "Settings" option in the Calendar section.
2. Select "Sync Calendar."
3. Choose the calendar service you wish to sync (e.g., Google Calendar, Outlook).
4. Follow the prompts to authenticate and connect your calendar.
Step 3: Setting Up Your Preferences
Customize your calendar settings to suit your workflow.
- Time Zone: Ensure your time zone is correctly set for accurate scheduling.
- Default View: Choose between daily, weekly, or monthly views.
- Notification Settings: Set reminders for appointments and tasks.
Step 4: Creating Appointments
To create a new appointment:
1. Click on the "Create Appointment" button.
2. Fill in the details:
- Title
- Date and time
- Location (if applicable)
- Description or agenda
3. Select participants if needed.
4. Click "Save" to schedule the appointment.
Step 5: Managing Appointments
You can manage your appointments easily within the calendar.
- Edit an Appointment: Click on the appointment and select "Edit" to make changes.
- Delete an Appointment: Click on the appointment and select "Delete" to remove it.
- Recurring Appointments: Set up repeating appointments by choosing the "Repeat" option during the creation process.
Step 6: Using Calendar Views
Explore different calendar views to optimize your scheduling:
- Day View: Focus on a single day to manage your time effectively.
- Week View: Get a broader perspective on your week’s schedule.
- Month View: Quickly see all appointments for the month.
Conclusion
Congratulations! You have successfully set up your calendar in Rocket CRM. By following these steps, you can streamline your scheduling process and improve your productivity. If you have any questions or need further assistance, feel free to reach out for support. Happy scheduling!