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Where to View Upcoming Appointments: Calendar vs. Events

Contact_manager_events_calendar.png

If you use the LISA admin to set appointments or to schedule follow ups, then are two spots from which you can view these upcoming events:

  • The Events page (under Contact Manager > Events)
  • The Calendar page (under Contact Manager > Calendar)

Learn more about each page and their differences below.

Events

The Events page (under Contact Manager > Events) provides a high-level overview of upcoming events, giving you the option to view four monthly calendars at a time or to hide the calendars and simply see the full list.

Events_page.png

If you are a LISA Administrator, you'll be able to see all appointments with all Representatives on the Events page. (Learn more about granting Rep access here.)

Filter for Types of Events

In addition to showing and hiding the calendar, you can use the top bar to filter for specific types of events (either appointments or follow-ups) and to set a specific date range.

Filter_and_date_range_for_events.png

View Appointment Details

Within the list below the calendar, you can click on any row to open a more detailed view of the appointment or follow up (from that contact's page).

Click_on_appointment_in_the_events_list.png

After opening the contact's page, scroll down to view all of the appointment details—including date and time, address, and notes.

Appointment_section.png

Calendar

The Calendar page (under Contact Manager > Calendar) provides a calendar-based view of upcoming appointments and follow ups. It does not provide a list underneath like the Events page does.

Calendar_page.png

Filter by Locations

Whereas the Events page allows you to filter by type of event, the Calendar page allows you to filter calendars based on your office locations. You can select specific calendars to view or view them all.

Select_calendars_to_display.png

The calendar uses a color-coding system to help you differentiate between representatives. (You can easily change the color assigned to each rep when you set up rep access.)

View Appointment Details

Similar to the Events page, you can view the details of any appointment shown on the Calendar. Simply click on it.

Click_on_the_appointment.png

Then on the individual contact's page, scroll down to view all of the appointment details—including date and time, address, and notes.

Appointment_section.png


If you aren't very familiar with appointments in the LISA admin, learn more in these resources: