Overview A SUMO Appointment has 2 status options = “Booked” or “Canceled”. A SUMO Appointment Participant has 3 status options = “Awaiting, Confirmed, Declined”. A SUMO Appointment Participant also has a “No-Show” checkbox. How does this work in practice? Each SUMO appointment can have multiple participants. An appointment can be “Booked” with 3 participants, 1 can no-show, and […]
Calendar
Working with Leads
About Leads (by salesforce.com) You may learn how to manage leads on this salesforce.com help page. NOTE: Each user that would like to use “Leads” with SUMO, must have a salesforce.com “Sales Cloud” license. Scheduling a Lead from the Lead Detail Click on the Lead tab and click on a lead. Click the “New Appointment” button […]
Calendar Overview
SUMO includes a powerful yet intuitive drag & drop calendar, which individuals or schedulers may use to view openings across multiple providers and rooms. The Mini-Calendar The Mini-Calendar is used to select weeks or days that you would like the full calendar to jump to. Use the Mini-Calendar to choose days or weeks to navigate the full calendar […]
Bin Mode with Advanced Search
The SUMO Calendar has two modes: Bin Mode and Default Mode. You may switch between these modes in SUMO Personal Settings. Advantages of Bin Mode Bin Mode allows you to save collections of providers and/or rooms called “Bins”. Bin Mode includes an Advanced Search feature that allows you to search across a large database of providers, […]
Drag and Drop Features (Calendar)
In Day View, there are several ways to drag and drop appointments to make changes. 1. Reschedule Appointment to a New Time To move the appointment to a new start time, you single click into the center of an appointment, hold it, and drag the entire appointment up or down. 2. Adjust the Duration of the Appointment […]
Right Click Options
You can right click on any appointment on the calendar to get the following list of “Right Click Options”. 1. New Appointment This will create a new appointment for the provider, day, and time where you click it. 2. View Appointment This will go to the Appointment Detail View (not the Appointment Edit Page). […]
How do the Traffic Lights Work?
What are the Traffic Lights? When you look at appointments on the calendar, you will notice an icon which changes between green, yellow, and red. This indicates whether the appointment participants have confirmed they will be attending the appointment. For instance: Bob has not accepted or rejected the meeting, so it is yellow. Carmela has […]
Default Calendar Mode
The SUMO Calendar has two modes: Bin Mode and Default Mode. You may switch between these modes in SUMO Personal Settings. Advantages of Default Mode Default Mode allows you to quickly switch between locations and load all providers working at that location. Default Mode does not include Advanced Search or a Rooms Calendar (use Bin Mode for this). Features Select […]
Adding Custom Fields to Appointments
What are Custom Fields on the New/Edit Appointment Page? The New/Edit Appointment Page (shown below) is accessed when a user creates or edits an appointment on SUMO Desktop. The “Other Information” section highlighted in yellow is where any custom fields will appear that you add. Click to enlarge. How do I create a Custom Field to add to […]
Scheduling Appointments with SUMO Desktop
This article will teach you how to manually schedule, reschedule, update, and cancel appointments using SUMO Desktop. How to Create a New Appointment There are several ways to create a New Appointment. Option 1: Click on the Calendar Tab The most popular method is to find an opening on the calendar using Day View, and then […]