Appointments
Book, reschedule and track appointments with your contacts in Kasturi, and see your show rate.
Appointments lists the meetings, calls and visits you book with your contacts. Kasturi and Jebat share the same appointments, so one booked in either shows in both.
Who can do this
- Everyone in the workspace can see appointments.
- Owners, admins and members can book, change, and delete them. Viewers can only read.
Steps
Book an appointment
- Open Kasturi and choose Appointments.
- Click New appointment.
- Fill in Contact (the person's name), Kind and When. All three are needed.
- Add Via if you want.
- Choose the Status. A new appointment starts as Scheduled.
- Click Save.
Change the status
In the Status column, pick Scheduled, Completed, Cancelled or No-show. It saves straight away.
Reschedule or delete
- Click Edit on the row, change When or anything else, and click Save.
- Click Delete, then Confirm? to remove it.
Read the figures
- Total: every appointment.
- Upcoming: scheduled ones still to come.
- Completed: ones marked completed.
- Show-rate: completed out of completed and no-shows.
Appointments also show on the Calendar, except cancelled ones.
Common problems
- Pick a valid date and time.: choose a date and time in When.
- The Contact field is typed, not picked from your contacts.