Booked Projects: The Project Appointments

HOW TO ACCESS

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

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

Every Booked Project has a "The Project" section for you to schedule your production appointments (i.e. - "Call Times", "Gigs", "Recording Sessions", etc.).

You can schedule unlimited "The Project" Appointments and it's super easy to do!

SCHEDULING THE PROJECT APPOINTMENTS:

Step 1

Go to the orange top brick titled: "Add The Project Appt."

Step 2

First, select from the "The 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 The Project Appointment" button.

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

Add more The 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 The Project Appointment Details click on the Pencil Icon  located to the left of the Appointment.

TO DELETE THE APPOINTMENT:

To Delete the The 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: Pre-Project Appointments"

"Booked Projects: Post-Project Appointments"

"Booked Projects: Additional Details"

"Booking vs. Direct Booking"