Appointment

Overview

Appointment – Business Overview

Appointment is used to plan, schedule, and manage meetings between your organization and external parties such as customers, prospects, or partners. It helps ensure that sales, service, or relationship-building interactions are organized, tracked, and followed up in a professional and consistent way.

This document supports structured communication and ensures that no important meeting or customer interaction is missed.

What Appointment Is Used For

In day-to-day business operations, Appointment is used to: - Schedule meetings with leads, customers, or business partners
- Assign responsibility for meetings to specific team members
- Track when and why meetings are planned
- Maintain a clear record of customer interactions

It acts as a central reference for all planned engagements, helping teams stay aligned and prepared.

Prerequisites / Setup Before Using Appointment

Before using Appointment, the following should be in place: - Customer or lead records already created in Dafater
- Employees or team members set up who will attend or manage appointments
- Defined business processes for sales, customer service, or relationship management

Having these basics ensures appointments are linked to the right people and business context.

Typical Workflow and Business Fit

A need for a meeting is identified (sales discussion, follow-up, consultation, or review).
An Appointment is created with details such as date, time, purpose, and participants.
The responsible employee prepares for the meeting based on the appointment details.
The meeting takes place as scheduled.
Outcomes or next steps are discussed internally and followed up through related business actions (such as offers, proposals, or service tasks).

This workflow ensures meetings are intentional, well-prepared, and connected to business outcomes.

Key Business Scenarios Where Appointment Is Essential

Sales meetings with prospects to discuss products or services
Customer follow-ups to strengthen relationships or resolve concerns
Consultations or demos for potential clients
Partner or vendor meetings for coordination and planning
Account reviews with existing customers

In all these scenarios, Appointment helps maintain professionalism and accountability.

Important Considerations for Users

Ensure appointment details are accurate to avoid missed or double-booked meetings
Clearly define the purpose of each appointment to improve meeting effectiveness
Assign the correct responsible person to ensure ownership
Use appointments consistently to maintain a reliable history of customer interactions
Review upcoming appointments regularly to plan workloads and priorities

Appointment plays a vital role in organized customer engagement, helping teams manage time effectively, strengthen relationships, and support better business decisions through structured meeting management.

Basic Information

Module: CRM
Document Type: Other

Fields

Field Name	Label	Type	Required	Options	Description
scheduled_time	Scheduled Time	Datetime	✓	-	Date and time when appointment is planned.
status	Status	Select	✓	Open, Unverified, Closed	Current appointment progress status in Dafater.
customer_name	Name	Data	✓	-	Full name of the appointment participant.
customerphonenumber	Phone Number	Data		-	Primary contact phone number for the customer.
customer_skype	Skype ID	Data		-	Customer Skype ID for virtual appointment communication.
customer_email	Email	Data	✓	-	Email address for appointment notifications and follow-ups.
customer_details	Details	Long Text		-	Additional notes or requirements provided by the customer.
appointment_with	Appointment With	Link		DocType	Dafater document type representing the meeting counterpart.
party	Party	Dynamic Link		appointment_with	Linked party record based on selected appointment type.
calendar_event	Calendar Event	Link		Event	Associated Dafater calendar event for this appointment.

Permissions

Role	Read	Write	Create	Delete
System Manager	✓	✓	✓	✓
Sales User	✓	✓	✓
Employee	✓	✓	✓	✓
Sales Manager	✓	✓	✓	✓

DocType	Relationship	Module
Event	Links to	Desk