View Appointment

Icon admin
3 min read

There are many ways to view or check the appointments that you have set.


Via Tasks Dashboard

Available under the Team tab, the task dashboard provides you a general overview of all the appointments created on the system. 

saphyte view appointment via tasks dashboard

You can view the appointments by Today, Upcoming, or All. You can also use the filter options for easier search.

saphyte view all appointments via mydiary dashboard

Via Calendar

You can also check your appointments using the small calendar on the Team page.

saphyte view appointments via calendar

The grayed-out numbers represent the count of overdue appointments. Click on the date to see the details of the missed appointments.

saphyte overdue appointments

The orange number represents the count of today’s appointments. Click on the date to see the details of today’s appointment.

saphyte today's appointments

The blue number represents the count of upcoming appointments. Click on the date to see the details of the upcoming appointment.

saphyte upcoming appointments

Via the Contacts Profile

When you navigate to the client section (Leads, Prospects, Customers, and Companies), you can easily identify if an appointment is assigned to your client with the icons that are displayed beside your client’s name.

saphyte view client appointments from the icons

The following icons represent a specific task:

schedule a call Scheduled Calls
meeting Meetings
reminder Reminders

To check the details of the appointment under the client profile, navigate to the ‘Appointments’ tab where you will see all the appointments associated with this client.

saphyte view appointments contacts profile

Via the Deals Section

To view appointments specific to a deal:

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

saphyte deals tab

2. Click on a deal and navigate under the ‘Appointments’ tab.

saphyte view appointments via deals section