Diary

Scoping Questions

1. Is diary management required at POS?
2. What diary features are needed?
   • Appointments
   • Email integration
   • Manager's overview
3. Should diary entries be synced across locations?

How To Guide

How To Guide - CRM Launch POS

Configuration Example

POS diary function provides appointment and event management. Key settings include:

• Diary types - appointments, reminders, store events
• Views - daily, weekly, monthly calendar display
• Notifications - alerts for upcoming appointments
• Customer linking - associate diary entries with customers

These settings are configured through the CRM and POS application configuration.