Booked Projects: Pre-Project Appointments

HOW TO ACCESS

To access a Booked Project's "Pre-Project Appointments" section go to the Booked Projects Section and then under "Enter Details For" click on the "Pre-Project" link.

Once you click on the link you will immediately be brought to that Booked Projects "Pre-Project" section!

Every Booked Project has a "Pre-Project" section for you to schedule your pre-production appointments (i.e. - "Blockings", "Rehearsals", "Table Reads", "Wardrobe Fittings", etc.).

You can schedule unlimited Pre-Project Appointments and it's super easy to do!

SCHEDULING PRE-PROJECT APPOINTMENTS:

Step 1

Go to the green top brick titled: "Add Pre-Project Appt."

Step 2

First, select from the "Pre-Project Type" drop down menu what type of appointment you would like to create.

Step 3

Next, enter the appointment Date information.  To enter the Date easily, you can click on the Calendar Icon next to the field box to launch the pop-up Calendar Picker. This will make sure you enter the dates in the proper date format: MM/DD/YYYY

Step 4

Now, if applicable, enter the appointment Start Time and End Time.  To enter the Time click on the Clock Icon next to the field box to launch the pop-up Time Picker.

Step 5

If this appointment has you going to a specific Location then either select the Location from your drop down menu of Locations... ...or Add A New Location by clicking on the "Add" button. By the way, to View More Information about a Location you already have in your drop down menu simply select the Location and then click on the "Info" button.

Step 6

Is there a Contact that you have to check in with (or is a point person) for this Appointment? If so, select them from your drop down menu.  Use the "Add Button" if you wish to Add a New Contact. To View More Information about a Contact you already have in your drop down menu simply select the Contact and then click the "Info" button.

 

Step 7

Do you have any notes for this appointment? If so, enter them in the Notes/Thoughts field box.

 

Step 8

Finally, click the "Add Pre-Project Appointment" button.

 Your newly created Pre-Project Appointment will be displayed in the bottom half of the screen!

Add more Pre-Project Appointments at anytime... simply follow the above steps again!

• • •

CONTACT: The Contact you connect to the Appointment automatically bridges the details of the appointment over to that Contact's History Folder in your Contacts Section! DATE & TIME: The Date & Time of the Appointment is automatically be scheduled in your Calendar section  ! NOTES/THOUGHTS: The Notes/Thoughts you enter for the Appointment are automatically be posted in the Booked Project's "Bulletin Board"

TO EDIT - PRINT - REVIEW THE APPOINTMENT:

To Edit, Print  and/or simply Review the Pre-Project Appointment Details click on the Pencil Icon  located to the left of the Appointment.

TO DELETE THE APPOINTMENT:

To Delete the Pre-Project Appointment click on the Delete Icon  located to the right of the Appointment.

TO RETURN BACK TO THE MAIN BOOKED PROJECTS OVERVIEW SCREEN:

To return back to the Main Booked Projects Overview Screen simply click on the Booked Projects Tab.

See Related Content:

"Booked Projects: The Project Appointments"

"Booked Projects: Post-Project Appointments"

"Booked Projects: Additional Details"

"Booking vs. Direct Booking"