So that you can better plan your courses, seminars and meetings in the future 1Tool you can now manage your appointments via the calendar module.
In an appointment you can add customers or users to the participant list. These can be invited by e-mail, which these people can use to accept or decline. The appointment shows which people will eventually attend the meeting and which will not.
The calendar module can be found at Organization - Calendar.
By double-clicking on the relevant day in the calendar view or at a relevant time in the day or week view, you can create an appointment at the selected time.
For an appointment, at least Title and Program be deposited. However, there are other details that can be specified.
You can mark the appointment as “All day”, set a recurrence interval and reminders for the appointment. The reminder time can vary between you and the contact. For an appointment, you can specify the exact Address under "Location” If other people are attending this event, they can register under “add participants” to be invited to the appointment.
Under the tab “Description” you have the opportunity to add further details to your appointment.
Under the register “Documents” you can easily add documents to the appointment using drag & drop. For example, you can send training materials to your appointment in advance.
Under the Participants tab, you can send all appointment participants an invitation to the event, meeting or business lunch. To do this, first enter all participants with their names, then activate them checkbox next to each participant who should receive an invitation. Then click on the button “Invite“, the participants will then receive an email with the appointment invitation.
Assuming in 1Tool If the email address is stored, your contacts will receive an invitation to the appointment as soon as you click on “Invite”.
The contact now has the option of registering for or deregistering from the event by clicking on the link sent to him. Under the Participants tab, you can Status see. Here you can see whether the participant is taking part in the appointment or not.
In addition, further options are available to you for participants. For example, if a price is set for your course, you can use the button “on account”Or“Life Mission” to generate an invoice or order for your contacts and send it to them. You can also Word or Excel list of your participants.
