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How to create an in-person appointment in NOVACRM?

Updated over 4 months ago

To create an in-person appointment :

  1. Click on Tasks.

  2. Select Appointment from the top-left or click a date in the calendar.

  3. Click Create.

  4. Fill in the details:

    • Select the person

    • Choose In-Person as the type

    • Add the title

    • Select date & time

    • Enter location

    • Add description

  5. Click Create β€” the appointment will be scheduled.

For any questions, you can reach out to us at [email protected] or call our support toll-free number +1 844 644 0023.

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