Date Basic data
The basic data of the appointment are entered here. Type of appointment, start and end of the appointment, location or even participants. All information concerning the appointment can be entered here.
Select the type of appointment here, e.g. viewing or property admission. The appointment type is also entered in the agents log and activities as an action type. You can adjust the list of appointment types in the tab Action types in the administration .
Here you can enter the subject line of the appointment. This is displayed in the calendar view.
You can set your appointment to active, completed, canceled or participants available. If you select the status “Participants available”, all possible missed deadlines of the linked users are ignored.
Here you can create notes for the respective appointment. However, these are only displayed in the appointment detail preview.
Start/end, multi-day events
By setting “Start on” and “End on” you can determine the duration of the appointment. This can also extend over several days.
With the setting travel time you can set a time before and after the appointment with which you display the travel time. The travel time is displayed before and after the appointment in gray hatched. The travel time is included in the overlap.
The travel time is only displayed in the onOffice calendar. It is inserted before and after the appointment and is taken into account in case of overlapping with other appointments. Synchronization with other calendars (e.g. Outlook) and reminders before the travel time are not possible.
Full day appointment
As soon as you check the box, the appointment is created as a full-day appointment. In the calendar overview, the appointment is displayed at the top of the field 0-24. In the case of full-day appointments lasting several days, the full days are also entered in the full-day line.
Here you can choose between different venues:
- Address from the basic data / office group
- Address of the property
- Address of the linked contact
- Address of the linked user
- Video conference
- Video conference from User
The addresses that you entered in the basic data or office group are always stored in the “Appointment location” field.
As soon as you link an address, a property or a user, the address or address data created there is automatically added to the selection of the appointment locations.
If you set the location “Other”, you can freely enter a location in the line below the selection that does not appear in the selection list.
Under “Video conference”, enter a meeting link for a video conference as the appointment location. For “Video conference from User”, the user’s meeting link is entered from the basic user settings .
5 minutes before the start, an orange icon appears in the upper toolbar, which leads to the video conference.