Add Appointment

Icon admin
3 min read
appointment graph

Task Management has never been this easy. MyDiary is where you can view your task dashboard and create tasks and associate it with your client or team members all on a single page. This tool makes sure that your team is always in the know and will never miss any appointments, meetings, and other important events through Saphyte’s built-in notification system.

To add appointments:

Via Team Tab


1. Appointments such as setting meetings, scheduling calls, and adding reminders are easily managed under the Team tab.

saphyte team tab

2. Once you are on the Team section, you can add an appointment by navigating to the ‘New Appointment’ section (lower right portion of the page).

saphyte add new appointment

3. Choose the type of task you want to add. You can choose one of the three options: set a meeting, schedule calls, or add a reminder.

saphyte appointment type

4. Start filling out the details of the appointment.

  • Add a ‘Subject’ to name the appointment.
  • Set the Date and Time
  • Add a description of your appointment
  • Optional: Associate with a manager or team member
saphyte appointment details

5. Associate the appointment with your clients by clicking the dropdown menu labeled Lead/Prospect/Customer.

saphyte associate appointment with clients

6. You can also sync your appointments with your email calendar by choosing the email from the ‘Sync to Calendar’ drop-down menu. You can sync an appointment with multiple calendars. To know how to integrate your email calendar into Saphyte, check out the Email Calendar Integration tutorial.

saphyte sync appointments to mail calendar

7. Optional: Set a reminder notification by ticking the ‘Remind Me‘ option. You can set to be notified minutes, hours, days, or weeks before the actual date set. You can add up to three reminder notifications by clicking

saphyte remind me option

8. Click ‘Add Appointment to save the task. You will be notified that your task was successfully added.


Via Contacts Sections

1. Navigate to the client section (Contacts, Leads, Prospects, Customers, Companies).

2. Click on the client profile with whom you want to set an appointment to.

saphyte client appointments section

3. Under the ‘Appointments’ tab, click

saphyte add new appointment via client's section

Via Deals Section

If you want to set an appointment specific to a deal, follow these steps:

1. Under the Sales tab, click on ‘Deals‘.

saphyte deals tab

2. Click on a deal. Under the ‘Appointments’ tab, click

saphyte create new appointment from the deals section