{"id":567,"date":"2021-05-10T09:24:47","date_gmt":"2021-05-10T07:24:47","guid":{"rendered":"https:\/\/docs.dolisim.com\/fr\/?p=567"},"modified":"2021-05-10T09:24:48","modified_gmt":"2021-05-10T07:24:48","slug":"enregistrer-un-rendez-vous-client","status":"publish","type":"post","link":"https:\/\/docs.dolisim.com\/fr\/enregistrer-un-rendez-vous-client\/","title":{"rendered":"Enregistrer un Rendez-vous client sur Dolisim"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Votre soci\u00e9t\u00e9 a souvent de rendez-vous, des t\u00e9l\u00e9prospections&#8230; etc \u00e0 faire. Ceci dans le cadre d&rsquo;obtenir des ventes, ou maintenir une bonne relation avec le client.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sur Dolisim, vous pourrez programmer diff\u00e9rents rendez-vous avec un client, afin de l&rsquo;ins\u00e9rer dans votre agenda.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Pour cela, connectez-vous \u00e0 votre Dolisim, allez dans \u00ab\u00a0Tiers\u00a0\u00bb (1), puis \u00ab\u00a0Clients\u00a0\u00bb (2). Cliquez ensuite sur le contact client concern\u00e9 par le rendez-vous.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Enregistrement-RDV-1.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"535\" src=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Enregistrement-RDV-1-1024x535.png\" alt=\"\" class=\"wp-image-568\" srcset=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Enregistrement-RDV-1-1024x535.png 1024w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Enregistrement-RDV-1-300x157.png 300w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Enregistrement-RDV-1-768x401.png 768w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Enregistrement-RDV-1.png 1521w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Lorsque vous serez sur la fiche contact du client, allez dans l&rsquo;onglet \u00ab\u00a0Ev\u00e8nements\/Agenda\u00a0\u00bb (1). Cliquez ensuite sur l&rsquo;ic\u00f4ne en forme de plus (2), dans la partie <strong>\u00c9v\u00e9nements \u00e0 propos de ce contact\/adresse<\/strong>.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Enregistrement-RDV-2.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"530\" src=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Enregistrement-RDV-2-1024x530.png\" alt=\"\" class=\"wp-image-569\" srcset=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Enregistrement-RDV-2-1024x530.png 1024w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Enregistrement-RDV-2-300x155.png 300w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Enregistrement-RDV-2-768x398.png 768w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Enregistrement-RDV-2.png 1533w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Vous serez alors redirig\u00e9 sur la page pour cr\u00e9er un \u00e9v\u00e8nement. Les champs obligatoires ou essentiels seront : <\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Type<\/strong> : s\u00e9lectionnez dans le menu d\u00e9roulant le type de l&rsquo;\u00e9v\u00e8nement.<\/li><li>Libell\u00e9 : ici, vous mettrez le titre du rendez-vous.<\/li><li>\u00c9v\u00e9nement sur la(les) journ\u00e9e(s) : Cochez la case si l&rsquo;\u00e9v\u00e8nement se d\u00e9roule sur toute la journ\u00e9e.<\/li><li><strong>Date de d\u00e9but &#8211; Date de fin<\/strong> : Choisissez la date de d\u00e9but et de fin s&rsquo;il y en a.<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Vous pourrez bien s\u00fbr compl\u00e9ter les autres champs s&rsquo;ils vous sont n\u00e9cessaires.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Une fois que c&rsquo;est fait, cliquez sur \u00ab\u00a0<strong>Ajouter<\/strong>\u00ab\u00a0.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Enregistrement-RDV-3.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"706\" src=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Enregistrement-RDV-3-1024x706.png\" alt=\"\" class=\"wp-image-570\" srcset=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Enregistrement-RDV-3-1024x706.png 1024w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Enregistrement-RDV-3-300x207.png 300w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Enregistrement-RDV-3-768x530.png 768w, https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/05\/Enregistrement-RDV-3.png 1521w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">F\u00e9licitation! Votre rendez-vous a bien \u00e9t\u00e9 enregistr\u00e9.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">L&rsquo;agenda vous le rappellera la date venue.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Votre soci\u00e9t\u00e9 a souvent de rendez-vous, des t\u00e9l\u00e9prospections&#8230; etc \u00e0 faire. Ceci dans le cadre d&rsquo;obtenir des ventes, ou maintenir une bonne relation avec le client. Sur Dolisim, vous pourrez programmer diff\u00e9rents rendez-vous avec un client, afin de l&rsquo;ins\u00e9rer dans votre agenda. Pour cela, connectez-vous \u00e0 votre Dolisim, allez dans \u00ab\u00a0Tiers\u00a0\u00bb (1), puis \u00ab\u00a0Clients\u00a0\u00bb (2). [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":186,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-567","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-gestion-commerciale"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.11 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Enregistrer un Rendez-vous client sur Dolisim - Documentation Dolisim<\/title>\n<meta name=\"description\" content=\"Votre soci\u00e9t\u00e9 a souvent de rendez-vous, des t\u00e9l\u00e9prospections \u00e0 faire. Ceci dans le cadre d&#039;obtenir des ventes, ou maintenir une bonne relation avec le client.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.dolisim.com\/fr\/enregistrer-un-rendez-vous-client\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Enregistrer un Rendez-vous client sur Dolisim - Documentation Dolisim\" \/>\n<meta property=\"og:description\" content=\"Votre soci\u00e9t\u00e9 a souvent de rendez-vous, des t\u00e9l\u00e9prospections \u00e0 faire. Ceci dans le cadre d&#039;obtenir des ventes, ou maintenir une bonne relation avec le client.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.dolisim.com\/fr\/enregistrer-un-rendez-vous-client\/\" \/>\n<meta property=\"og:site_name\" content=\"Documentation Dolisim\" \/>\n<meta property=\"article:published_time\" content=\"2021-05-10T07:24:47+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-05-10T07:24:48+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/04\/logiciel-facturation.png\" \/>\n\t<meta property=\"og:image:width\" content=\"620\" \/>\n\t<meta property=\"og:image:height\" content=\"608\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Bishou\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u00c9crit par\" \/>\n\t<meta name=\"twitter:data1\" content=\"Bishou\" \/>\n\t<meta name=\"twitter:label2\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.dolisim.com\/fr\/enregistrer-un-rendez-vous-client\/\",\"url\":\"https:\/\/docs.dolisim.com\/fr\/enregistrer-un-rendez-vous-client\/\",\"name\":\"Enregistrer un Rendez-vous client sur Dolisim - Documentation Dolisim\",\"isPartOf\":{\"@id\":\"https:\/\/docs.dolisim.com\/fr\/#website\"},\"datePublished\":\"2021-05-10T07:24:47+00:00\",\"dateModified\":\"2021-05-10T07:24:48+00:00\",\"author\":{\"@id\":\"https:\/\/docs.dolisim.com\/fr\/#\/schema\/person\/291932a127ee77aa4dba1380552770a4\"},\"description\":\"Votre soci\u00e9t\u00e9 a souvent de rendez-vous, des t\u00e9l\u00e9prospections \u00e0 faire. Ceci dans le cadre d'obtenir des ventes, ou maintenir une bonne relation avec le client.\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.dolisim.com\/fr\/enregistrer-un-rendez-vous-client\/#breadcrumb\"},\"inLanguage\":\"fr-FR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.dolisim.com\/fr\/enregistrer-un-rendez-vous-client\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.dolisim.com\/fr\/enregistrer-un-rendez-vous-client\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.dolisim.com\/fr\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Enregistrer un Rendez-vous client sur Dolisim\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.dolisim.com\/fr\/#website\",\"url\":\"https:\/\/docs.dolisim.com\/fr\/\",\"name\":\"Documentation Dolisim\",\"description\":\"Logiciel de Gestion d&#039;Entreprise ERP\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.dolisim.com\/fr\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"fr-FR\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/docs.dolisim.com\/fr\/#\/schema\/person\/291932a127ee77aa4dba1380552770a4\",\"name\":\"Bishou\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\/\/docs.dolisim.com\/fr\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/cb360fee633a39d9f4137bcf85c8019a3a3eccacbd0f2442c895ab9599fde196?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/cb360fee633a39d9f4137bcf85c8019a3a3eccacbd0f2442c895ab9599fde196?s=96&d=mm&r=g\",\"caption\":\"Bishou\"},\"url\":\"https:\/\/docs.dolisim.com\/fr\/author\/bishou\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Enregistrer un Rendez-vous client sur Dolisim - Documentation Dolisim","description":"Votre soci\u00e9t\u00e9 a souvent de rendez-vous, des t\u00e9l\u00e9prospections \u00e0 faire. Ceci dans le cadre d'obtenir des ventes, ou maintenir une bonne relation avec le client.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.dolisim.com\/fr\/enregistrer-un-rendez-vous-client\/","og_locale":"fr_FR","og_type":"article","og_title":"Enregistrer un Rendez-vous client sur Dolisim - Documentation Dolisim","og_description":"Votre soci\u00e9t\u00e9 a souvent de rendez-vous, des t\u00e9l\u00e9prospections \u00e0 faire. Ceci dans le cadre d'obtenir des ventes, ou maintenir une bonne relation avec le client.","og_url":"https:\/\/docs.dolisim.com\/fr\/enregistrer-un-rendez-vous-client\/","og_site_name":"Documentation Dolisim","article_published_time":"2021-05-10T07:24:47+00:00","article_modified_time":"2021-05-10T07:24:48+00:00","og_image":[{"width":620,"height":608,"url":"https:\/\/docs.dolisim.com\/fr\/wp-content\/uploads\/2021\/04\/logiciel-facturation.png","type":"image\/png"}],"author":"Bishou","twitter_card":"summary_large_image","twitter_misc":{"\u00c9crit par":"Bishou","Dur\u00e9e de lecture estim\u00e9e":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/docs.dolisim.com\/fr\/enregistrer-un-rendez-vous-client\/","url":"https:\/\/docs.dolisim.com\/fr\/enregistrer-un-rendez-vous-client\/","name":"Enregistrer un Rendez-vous client sur Dolisim - Documentation Dolisim","isPartOf":{"@id":"https:\/\/docs.dolisim.com\/fr\/#website"},"datePublished":"2021-05-10T07:24:47+00:00","dateModified":"2021-05-10T07:24:48+00:00","author":{"@id":"https:\/\/docs.dolisim.com\/fr\/#\/schema\/person\/291932a127ee77aa4dba1380552770a4"},"description":"Votre soci\u00e9t\u00e9 a souvent de rendez-vous, des t\u00e9l\u00e9prospections \u00e0 faire. Ceci dans le cadre d'obtenir des ventes, ou maintenir une bonne relation avec le client.","breadcrumb":{"@id":"https:\/\/docs.dolisim.com\/fr\/enregistrer-un-rendez-vous-client\/#breadcrumb"},"inLanguage":"fr-FR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.dolisim.com\/fr\/enregistrer-un-rendez-vous-client\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.dolisim.com\/fr\/enregistrer-un-rendez-vous-client\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.dolisim.com\/fr\/"},{"@type":"ListItem","position":2,"name":"Enregistrer un Rendez-vous client sur Dolisim"}]},{"@type":"WebSite","@id":"https:\/\/docs.dolisim.com\/fr\/#website","url":"https:\/\/docs.dolisim.com\/fr\/","name":"Documentation Dolisim","description":"Logiciel de Gestion d&#039;Entreprise ERP","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.dolisim.com\/fr\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"fr-FR"},{"@type":"Person","@id":"https:\/\/docs.dolisim.com\/fr\/#\/schema\/person\/291932a127ee77aa4dba1380552770a4","name":"Bishou","image":{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/docs.dolisim.com\/fr\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/cb360fee633a39d9f4137bcf85c8019a3a3eccacbd0f2442c895ab9599fde196?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/cb360fee633a39d9f4137bcf85c8019a3a3eccacbd0f2442c895ab9599fde196?s=96&d=mm&r=g","caption":"Bishou"},"url":"https:\/\/docs.dolisim.com\/fr\/author\/bishou\/"}]}},"_links":{"self":[{"href":"https:\/\/docs.dolisim.com\/fr\/wp-json\/wp\/v2\/posts\/567","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.dolisim.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/docs.dolisim.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/docs.dolisim.com\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.dolisim.com\/fr\/wp-json\/wp\/v2\/comments?post=567"}],"version-history":[{"count":2,"href":"https:\/\/docs.dolisim.com\/fr\/wp-json\/wp\/v2\/posts\/567\/revisions"}],"predecessor-version":[{"id":572,"href":"https:\/\/docs.dolisim.com\/fr\/wp-json\/wp\/v2\/posts\/567\/revisions\/572"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/docs.dolisim.com\/fr\/wp-json\/wp\/v2\/media\/186"}],"wp:attachment":[{"href":"https:\/\/docs.dolisim.com\/fr\/wp-json\/wp\/v2\/media?parent=567"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.dolisim.com\/fr\/wp-json\/wp\/v2\/categories?post=567"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.dolisim.com\/fr\/wp-json\/wp\/v2\/tags?post=567"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}