Readysell allows you to set up single events or recurring events.
Creating an event
- Open the schedule in Readysell and navigate to the date when you want to schedule the event.
- Double-click on the schedule at the date and time when you want to schedule the event, or right-click and select New Appointment (or New Event, or New Recurring Event).
Enter details for the event.
Click to view the fields you need to enter
| Field | Notes |
|---|
| Subject | The title of the event. This will appear in the calendar. |
| All day | Check this if the event is an all-day event. |
| Card | If the event relates to a card, you can search for and enter the card's information in this field. |
| Contact Person | If you have selected a card for this event, you can use this field to select a contact person for the card. |
| Service Order | If the event relates to a service order, you can search for and enter the service order in this field. |
| Address | If the event relates to a card, this field will let you select from the addresses stored for this card. |
| Start On | This is the start date and time for the event. For all-day events, you do not need to enter a particular time. |
| End On | This is the end date and time for the event. For all-day events, you do not need to enter a particular time. |
| Status | This controls how the event will appear in each staff member's schedule. This can be Free, Tentative, Busy or Out of Office. |
| Label | This lets you set a label for the event. |
| Recurrence | If the event will happen more than once, you can set it up to recur in the schedule (for example, a meeting every Monday at 10am). Use this field to specify when and how often the event recurs. |
| Reminders... | Use the Reminders fields to set up reminders for the event. - Send Scheduled Event Reminder turns reminders on.
- Send Scheduled Event Reminder Minutes Early specifies when reminders will be sent.
- Scheduled Event Reminder Sent is checked if a reminder has been sent. You cannot edit this field.
- Scheduled Event Reminder Method lets you specify how the reminder will be sent. If this is None, reminders will not be sent even if they have been set up.
- Send Scheduled Event Reminder To Contact Person sends a reminder to the contact person, even if they are not attending the event.
|
| Description | This is a description of the event. This field can be as detailed as you need it to be. |
Select the staff members who will be attending this event. Note that you must set up staff members as resources before they can be added to an event.
- When you have finished, click Save and Close.
