Appointments - Do you make sure your appointment has a good subject?
Updated by Tiago Araújo [SSW] 2 months ago. See history
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When sending an appointment, choose a clear and informative subject, so key details are visible at a glance. This helps people quickly understand the purpose without needing to open the appointment. ## Meeting request If the appointment is a meeting request you should include the **names of the persons attending** that appointment. <asideEmbed variant="greybox" body={<> **Subject:** Meeting with Adam\ **Location:** Online </>} figureEmbed={{ preset: "badExample", figure: 'Bad example – Too vague, doesn\'t say who else is involved or what it’s about', shouldDisplay: true }} /> <asideEmbed variant="greybox" body={<> **Subject:** Northwind Project Sync – John, Mary, and Adam\ **Location:** Teams Meeting </>} figureEmbed={{ preset: "goodExample", figure: 'Good example – Clear topic and attendees included in the subject', shouldDisplay: true }} /> ## Hotel bookings For hotel bookings, include the **hotel name**, **guest name**, and **duration** in the appointment subject; and **address** in the location. **Tip:** Use the emoji 🏨 for extra clarity. <asideEmbed variant="greybox" body={<> **Subject:** Accommodation\ **Location:** Hotel </>} figureEmbed={{ preset: "badExample", figure: 'Bad example – Generic subject and location—unclear which hotel or where it is', shouldDisplay: true }} /> <asideEmbed variant="greybox" body={<> **Subject:** 🏨 Hilton Downtown – 3 nights for Adam\ **Location:** 123 Main St, New York, NY </>} figureEmbed={{ preset: "goodExample", figure: 'Good example – Provides clear hotel name, duration, and address', shouldDisplay: true }} /> ## Flight bookings For flight bookings, include at least the **passenger name** and **flight number**. To improve clarity, add the **origin**, **destination**, and **departure date and time** in the subject. The location should have the airport name. If relevant, include the terminal number in the location as well. **Tip:** Use the emoji ✈️ for extra clarity. <asideEmbed variant="greybox" body={<> **Subject:** Flight\ **Location:** Airport </>} figureEmbed={{ preset: "badExample", figure: 'Bad example – No passenger name, flight number, or route — unclear and unhelpful', shouldDisplay: true }} /> <asideEmbed variant="greybox" body={<> **Subject:** ✈️ Adam – SYD > MEL – QF409 - 10 May, 9:30 AM\ **Location:** Terminal 3, Sydney Airport </>} figureEmbed={{ preset: "goodExample", figure: 'Good example – Includes all essential details for quick reference', shouldDisplay: true }} /> <asideEmbed variant="info" body={<> **Note:** Attaching the airline booking confirmation PDF to the appointment is a great failsafe. </>} figureEmbed={{ preset: "default", figure: 'XXX', shouldDisplay: false }} /> To avoid missing details when booking flights, carefully read through [Do you create an appointment for flights?](/create-appointment-for-flights) --- <asideEmbed variant="info" body={<> **Note:** CRM users making bookings should [keep their naming standards consistent](/scheduling-do-you-have-a-consistent-naming-convention-for-your-bookings). </>} figureEmbed={{ preset: "default", figure: 'XXX', shouldDisplay: false }} />