Scheduling an Appointment with PayGo Calendar

When you need to schedule anything from an employee meeting to a style consultation to a taste testing, the PayGo Calendar makes it easy to add, edit and track new appointments.

There are two simple ways to access the button to create a new appointment:

  • From your Menu Screen, you can click the New Appointment button.
  • You can also click on the Calendar button, and then click the New Appt button at the top right of the calendar screen.

Both will bring you to the Appointment Setup screen. There, you will see the Appointment Info box with several fields to fill in.

Subject: This is where you can enter the name or subject for the appointment you’re creating. Next to this field, there is a drop-down menu where you can choose which member of your staff the appointment applies to. Underneath this field, there are fields where you can add the Start Date and End Date of your appointment, as well as its Start Time and End Time.

Description: In this field, you can enter a quick description or synopsis of what the appointment will be about.

Site: This is a drop-down field that will allow you to choose which store or site your appointment will be taking place at.

When you’re finished entering in all the above information, click the Save button at the top of the screen. Your appointment will now be viewable in the Calendar screen.


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