How to add a personal appointment / non sales activity to your MyCalls diary

Using the MyCalls diary for both your personal and work appointments is a great way to safeguard against ever double-booking your time. You may wish to note vacations/holidays or doctors/dentists appointments.

Desktop

Download a PDF version

Step 1: Go to MyCalls

From the black navigation bar at the top of the screen, click MyCalls.

How-to-add-a-personal-appointment-to-your-MyCalls-diary-p1-copy

Step 2: Go to Personal Appointments

Select Inbox – Follow up Calendar (you may already be in this tab) and then click the Add Personal button.

How-to-add-a-personal-appointment-to-your-MyCalls-diary-p2-copy

Step 3: Create your Appointment

Create your appointment by adding the date, time and a description, then click Save.

How-to-add-a-personal-appointment-to-your-MyCalls-diary-p3-copy

Step 4: Edit Appointments

If you need to change an appointment, find it in your calendar, double-click on it and make your changes.

How-to-add-a-personal-appointment-to-your-MyCalls-diary-p4-copy

Step 5: Edit Appointments

Alternatively, you can simply drag and drop the appointment into a different time slot or date.

In the day and week views, you can also drag the bar at the bottom of the appointment to adjust the length of the appointment.

How-to-add-a-personal-appointment-to-your-MyCalls-diary-p5-copy

Apple

Download a PDF version

Step 1: Tap MyCalls

From the navigation bar at the bottom of the screen, tap MyCalls.

How to add a personal appointment to your MyCalls diary 1-01

Step 2: Tap +

Tap the + symbol at the top of the screen to add a note.

How to add a personal appointment to your MyCalls diary 2-01

Step 3: Tap Personal

Select Personal from the pop-up menu.

How to add a personal appointment to your MyCalls diary 3-01

Step 4: Tap Save

Input the start and end date/time of your appointment, then add a note (e.g. Dentist Appointment).

Tap Save to complete and save your note.

How to add a personal appointment to your MyCalls diary 4-01

Step 5: Editing an appointment

If you need to edit an appointment, select it from your inbox and make your changes.

Alternatively, in Calendar view you can tap Move Calls, select the appointment and then tap Select Date to move it to the preferred date.

How to add a personal appointment to your MyCalls diary 5-01

Android

Download a PDF version

Step 1: Tap MyCalls

From the navigation bar at the bottom of the screen, tap MyCalls.

How to add a personal appointment to your MyCalls diary android 1-01

Step 2: Tap the three lines symbol

Tap the three lines symbol at the bottom-right of the screen. Then tap the + symbol to add a note.

How to add a personal appointment to your MyCalls diary 2-01

Step 3: Tap Personal

Select Personal from the pop-up menu.

How to add a personal appointment to your MyCalls diary 3-01

Step 4: Input details and Save

Input the start and end date/time of your appointment, then add a note (e.g. Dentist Appointment).

Tap the save icon to complete and save your note.

How to add a personal appointment to your MyCalls diary 4-01

Step 5: Editing an appointment

If you need to edit an appointment, select it from your inbox and tap the pencil icon to make your changes.

Alternatively, in Calendar view you can tap Move Calls, select the appointment and then tap Select Date to move it to the preferred date.

How to add a personal appointment to your MyCalls diary 5-01

Need additional help?

Drop us an email regarding your query to support@sales-i.com and we’ll get back to you within 24 hours. Alternatively, speak to a sales-i representative on Live Chat.