Appointment Planning

Learn how to plan appointments.

The appointment planning area is opened automatically if appointments conflict. To open it manually, open an activity, switch to edit mode and click on (Appointment Planning). You can move the appointment in this area while taking into account the availability of all reps.

Enable the check for conflicting appointments in the user settings. Conflicting appointments are only checked when adding activities from outside the calendar; conflicting appointments are displayed next to one another in the calendar.

If the blue bar indicating the current appointment is covering an existing appointment, you cannot display tooltip information for the existing appointment. Move the new appointment to be able to display the tooltip.