How Do I Create a Calendar Appointment?

Issue

How do I use the Admissions Calendar to create appointments for my clients?

Environment

Kipu CRM, Admissions Calendar

Resolution

This is a limited feature that will allow you see your Kipu CRM appointments in the calendar associated with your email (Outlook, Google, etc.). Additionally, when the appointment is created, the system will send emails to the organizer and the attendees. 

1. From the dashboard, select the Calendar icon.
2. Create a new appointment by filling out all the required fields highlighted in red and select Schedule.
3. If you would like the organizer and all attendees to receive a confirmation email containing an ICS file with the appointment please select Schedule and Email when prompted. Otherwise, choose Schedule.