[1] Create a meeting
Figure 1: Create a new meeting. Tap when you are finished.
[2] Meeting scheduled
Figure 2: An order with a meeting successfully scheduled.
[3] Deleting a meeting
Figure 3: Deleting a scheduled meeting. Simply tap and it's gone.
[4] Meetings Calendar
Figure 4: The Meetings Calendar. The dot beneath a date indicates that there are meetings scheduled for that day.
By setting up your meetings within Phoenix, you have the advantage of having file, location, and appointment information all in one place.
Meetings are added and deleted from the File screen; the Meetings tab on the home screen is used to view a summary of upcoming appointments.
To add a meeting, tap from the file screen. Use the date control to select the date and time of your meeting figure 1. Finally, tap and the meeting will be added under the "Meetings" heading figure 2.
To change a meeting after you've created it, tap on it from the Order screen, modify the date or time as needed, then tap .
To delete a meeting, tap on it from the File screen, then tap at the bottom figure 3.
The "Meetings" tab on the Phoenix home screen shows your up coming appointments figure 4. Select the date from the calendar control at the top of the appointment list; your appointments for that day will be displayed chronologically, with the earliest meeting first. Dates with a small dot on the calendar indicate days with scheduled appointments. Tap on an appointment to open that file.
By this point we've done a lot of work on our file. We've completed a form, added photos, and created a floorplan. Let's get all that information into our cloud storage so we can access it from our desktop software water. To do that, we'll need to perform a sync.