Schedule Meetings and Set Reminders

Schedule Meetings and Set Reminders

Schedule meetings in the URVA web

URVA allows users to create meetings with customers by which users can easily manage meeting schedules digitally.

1. From URVA home page, Go to the Calendar  under Operations.
2. Select any user under Unplanned  header, and the calendar will be opened against that user. 3. Click on the date for which the user wants to create the meeting. 4. Click on Title and fill in the title field. 5. Choose a Date and Time for the meeting. 6. Select “Meeting Type” and fill in the information such as location, tag team, collection, set reminder, and description accordingly by selecting the Physical Meeting option. 7. Finally, click on "Submit" to create a meeting.

Set reminders in URVA web

Reminders can be set by URVA Web User and then assigned to the field users to perform various actions.
1. From URVA home page, Go to the Calendar under Operations . 2. Select any user under Unplanned  header, and the calendar will be opened against that user. 3. Click on the date for which the user wants to set the reminder. 4. Click on Title and fill in the title field and then Click on Description and write a description. 5. Select the Date and Time for the reminder. 6. Click on "Notify Me" and select one option. 7. Select Actions from dropdowns like Call, SMS, WhatsApp, and Email. 8. Then add Contact Details by selecting the Contacts type(Manual) like the Contact Name and Contact Number of the user who is to be contacted or also user can select the Contacts type(Collection) like the Collection and Contact from the dropdowns. 9. Finally, click on "Submit" to Create a reminder.

Schedule meetings in URVA app

In URVA mobile application, user can easily manage meetings schedules digitally with URVA. Simply create a meeting schedule through URVA with time options by following these steps:

  1. From URVA app home page, go to the Calendar.
  2. Now user can add meetings under the Meetings tab.
  3. Click on the + icon.
  4. Add the Title of meeting.
  5. Select Date by clicking on Date of meeting.
  6. Select time by clicking Time from & Time to.
  7. Choose if it's a Physical Meeting or a Virtual Meeting.
  8. Add the Location of the meeting.
  9. Click on Tag Contact to add the Customer's contact from the list.
  10. Click on Tag team to add the users from the list.
  11. Choose Reminder alert.
  12. Add Description and Attachment if required.
  13. Click on Save.


Set Reminders in URVA app

Users can set reminders for meeting schedules, appointments, and visits through the URVA app. 
For setting up reminders, follow these steps:

  1. From the URVA app home page,  click on the Reminders tab.
  2. Under the Reminders tab, Click on the '+' icon to add a reminder
  3. Fill in details like 'Remind me To', Description, Date, Time received, notify me, and Action.
  4. Tap the tick mark option on the upper right corner and your reminder will be set.





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