Schedule appointments in the portal so meetings with customers stay visible to your team — with the right contact, time, and meeting type on the record.
Before You Start
Plan/Package: Requires the CRM add-on.
Role & Permissions: Salespeople can do this for their own customers. Sales Managers and Admins can do it for any customer. Analytics and Inventory Manager users can view customers but can't make changes.
Before you begin: Connect your Gmail or Outlook account (see How to Connect Your Gmail or Outlook Account). Appointment invites are sent from that connected account.
Steps to Schedule an Appointment
Step 1: Open Appointments
In the left navigation, click Appointments.
Step 2: Start a new appointment
Click New appointment. The Create appointment window opens.
Step 3: Choose the customer and contact
Select a Customer. For business customers, select a Contact and an Invite email when emails are available.
Step 4: Set meeting details
Enter a Title. Optionally add a Description. Set Date, Time, and Duration. Choose a Location (Video call, Telephone, Dealership, or Other) and a Type (Sales meeting, Service consultation, Follow-up call, Vehicle delivery, or Test drive).
Step 5: Save the appointment
Click Save appointment. An invite goes to the customer from your connected email, and the appointment is added to your Gmail or Outlook calendar.
Good to Know
The invite comes from your own email address, so it looks to the customer like any other meeting invite from you — not from a Work Truck Solutions address.
If the customer declines the invite, you'll get a notification in the notifications bell.
Upcoming appointments show on your Dashboard alongside tasks that are due, so you can plan your day from one screen.
Appointments are logged on the customer's record, so anyone following up can see what was scheduled.
Conclusion
Scheduled appointments keep customer meetings on a shared calendar your team can filter by salesperson, customer, or type.
The CRM add-on is growing, and your feedback helps shape what comes next. Have an idea or a question? You can always chat with us for a fast response.