Appointments: Best practices

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  • September 22, 2022 at 3:27 PM #47987

    Mike Guilbault

    I’m curious to learn how you are handling appointments. I started to set it up as part of a Task, with an Appointment field. Would it be more flexible to create a separate form, Appointments? What are some options for this scenario?

    September 23, 2022 at 12:32 AM #47989


    A separate Appointments form could be useful if you have multiple appointments per Task. But if there’s only ever going to be a single appointment per task, then the extra form is not really necessary.

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