Apptoto Manual

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  4. Suggested Event Templates

Suggested Event Templates

Apptoto should be able to adapt to whatever event formatting you currently use. But if you need a suggested format… then here is what we recommend

Single Participant Appointment

Title: Name and type of appointment separated by dash

Fred Smith - Haircut

Location: Location keyword or address of where appointment will take place

Sunnyvale

Body: Phone number and email address separated by dash

650-555-1212 - fred@gmail.com

 

Multiple Participant Appointment

Title: Type of appointment

Group Meeting

Location: Location keyword or address of where appointment will take place

Sunnyvale

Body: Contact information on separate lines with type of participant at beginning of line

Organizer - Fred Smith - 650-555-1212 - fred@gmail.com
Speaker - Wilma Jones - 415-906-1212 - wilma@gmail.com
Attendee - Sam Max - sam@gmail.com
Attendee - Debbie Min - 415-922-3233

 

Appointment with custom data

Title: Name and type of appointment separated by dash

Fred Smith - Consultation

Location: Location keyword or address of where appointment will take place

Sunnyvale

Body: Phone number and email address separated by dash. Custom data can be added in “keyword: value” format.

650-555-1212 - fred@gmail.com
salesperson: Jeremiah Wilson
source: online

Apptoto will then make salesperson and source available on the “event.custom” field in messages and conditions.

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