Appointments - Do you make sure your appointment has a good subject?

Updated by Tiago Araújo [SSW] 3 months ago. See history

123

<introEmbed
  body={<>
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
  }}
/>

Acknowledgements

Adam Cogan
Cameron Shaw
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