Assess your Appointments | Scribe

    Assess your Appointments

    • Frank Cort |
    • 0 step |
    • 34 seconds
      Once you've connected your calendars, Apptoto will attempt to determine the contact information (i.e. name, phone, and email addresses) for your appointments. It will use that information to reliably send your messages to your appointments.
      Click "Appointments" to see your appointments that Apptoto has synced (or that you have added manually). The main view we will cover is the "Agenda" view.
      Event details appear on the left.
      Participant information that Apptoto has found will appear on the right.
      Apptoto extracts participant information automatically using two methods. It will either match appointments to existing contacts (by name, email, or phone number). Those matches will have either a display image or initials for a picture. or....
      ... Apptoto will extract names, phone numbers, and email addresses directly from the content of the events. Those participants will have a silhouette as a display image.
      If names aren't reliably extracted, contact [[email protected]](mailto:[email protected]), and we can tune your account to extract them properly.
      Extracted contacts can easily be saved to your Address Book if needed.
      If you're seeing the same participant for every appointment (or most appointments), you can easily tell Apptoto to remove them from all appointments by clicking on the options menu.
      Then choosing "Remove Participant"
      And then answering "Yes" when Apptoto asks if you want to add them to the blacklist.
      You can also access the Extraction Blacklist by clicking on the "Settings" menu...
      And then "Extraction Blacklists"
      You can manually add to your email blacklist if needed.
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