How to Make an Appointment with a Vendor

  1. Sign into your Green Security account.
  2. On the Green Security facility dashboard, select "Calendar".
  3. Select "New Event".
  4. On the "Request Appointment" page, enter a reason for the appointment. This will also be the appointment name. Select "Standing Appointment", "All Day", or leave the boxes cleared to set a specific appointment time (Standing Appointment: The appointment stands for a time period set by a facility admin. The default time period is six weeks, All day: Enter the date or dates the appointment will take place, Clear (no selection): Enter a specific date and time the appointment will take place).
  5. Invite vendors, facility users, or departments to the appointment. To invite people: In the "Search for People" tab, enter a person's name, facility, or company and then select the person to invite. When the vendor is selected, it will populate above the "Search for People" tab.
  6. In the "Location" dropdown, select the facility or department for the appointment.
  7. Enter any relevant details about the appointment in the "Notes" section.
  8. Select "Request Appointment". The appointment appears on your calendar, and an email notification about your appointment request is sent to the invitee. When the invitee responds, you will receive an email notification.