Appointments

Navigate to Appointments in the sidebar.

In the appointment view, you will find an overview of all current appointments that you have created yourself.

If you select an existing appointment, you will see a summary of the appointment and can edit or cancel it as necessary.

How can I create a new appointment?

To create a new appointment, the first step is to click on the blue +New appointment button in the top right-hand corner. This opens the appointment creation window, in which an appointment can be created in 4 to 5 steps.

In the first step, you can select general appointment settings. You will need to:

• Set the appointment title
• Select the location where the appointment will take place
• Set the start and end date, as well as the start and end time for the event
• Optionally, you can enter a description that will be displayed in the dashboard and the invitation email

Click on Next, to go to the next part of the appointment creation process.

Adding Guests

In the second step you can invite guests to the appointment. To do this, select the relevant people from the the list of existing contacts in the left-hand column, if they have already been created, or create a new contact using the + symbol.

At least one guest must be added before you can proceed to the next step.

Create a new guest during appointment creation

The first name, last name and an e-mail address must always be provided so that the guest can receive invitations from essentry and the identity of the guest can be verified at the essentry kiosk.

Selecting the Host

In the third step, you can change the host if required. To do this, select the relevant host from a list consisting of all employees stored in the account. By default, the appointment creator is set as the host.

Additional Information

In the fourth step, additional information may need to be filled in, which has been defined by your company. An example of this is the question of whether a guest needs to be collected or not.

Summary of the Appointment

In the fifth and final step, you will see a summary of the appointment. To finalize the appointment, click on the blue Create Appointment button at the bottom right.

You can pause the appointment creation at any time by clicking on the gray Save and Close button. You can also delete an appointment while it is being created by clicking on the red Delete button in the top left-hand corner.

Updated September 19, 2024 19:28