Feature guide

Use Appointments with confidence

Purpose This feature manages appointment scheduling and related time-based interactions. How to use it Use it when meetings, bookings, or scheduled service slots need to be tracked in the CRM. Connected areas This feature should be used as part of the broader etellu System workflow, not as an isolated tool. Make sure the related lead, customer, project, support, or billing record is also kept up to date. Best practice Only enable process changes in this feature when the team understands the operational impact. Feature-level changes often affect multiple parts of the CRM.

How to use Appointments

Start with the record or workflow you already use, then follow these steps to keep the work clear and connected.

Open appointments

Choose the appointment area from your workspace and review the calendar, services, locations, and current bookings.

Create or update a booking

Select the customer, service, date, time, and status so the schedule stays accurate for everyone involved.

Follow the timeline

Use statuses and reminders to see what is booked, upcoming, completed, missed, or needs attention.

Keep the customer record current

Add notes after the appointment so the next conversation starts with the right context.

Where it helps

Appointments helps users keep daily CRM work in one reliable place, with fewer handoffs and less duplicate entry.

Best next step

Open the related record, update the details, and use the saved activity to guide the next message, task, booking, report, or payment action.