How to: Create appointment

To create a new appointment you need to be on the project / company page for which you are planning.

To search for a project follow Step 1 of tutorial How to: Update project / opportunity’s milestone and click on Project link to open project.

Click on Activities link from Quick Navigation Link.

Qucik navigation links for Summary, Value, Milestones, Activities, Statement and Files.

Qucik navigation links for Summary, Value, Milestones, Activities, Statement and Files

You will be taken to activities section which looks as shown below

Activities section header

Activities section header

Click on “Add Appointment” to get following screen

Add Task in project / opportunity.

Add Task in project / opportunity.


Add Appointment form

Add Appointment form

Fill Date, Time, Call Type (Call Type is customizable, contact support@on2.biz), Attendees(Internal), Attendees(External) and Agenda of the appointment. Appointment creation allows you to send agenda to attendees by email.

Click on
on2biz-reach1to1_1233204704323

to add this appointment.

Once you add appointment you get a email alert on the day of appointment and SMS alert if you have opted for SMS alerts (Contact support@on2.biz for SMS alerts). Also you will be able to see Appointment in Activity list in On2Biz.

Activity List of On2Biz

Activity List of On2Biz

In activity list you will see your appointment in Scheduled Appointments.

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