This is the email of the Client/Coachee to whom the Action is to be assigned.

A one-liner text to determine the action.

The detailed context of the action.

Date of which the Action is to be done.

The first name of the contact.

The last name of the contact.

The email address of the contact (if the same email was found on your contact list, the existing contact data will be updated).

The main contact number of the contact.

The company name of the contact.

The occupation/job title of the contact.

The Website URL of the contact where they are affiliated.

The Linked-in profile link of the contact.

The Facebook profile link of the contact.

Tags must be comma-separated (e.g. Customer, Subscriber, etc.).

The source is where the contact came from (e.g. Facebook, Website contact form).

Title of the Appointment

Date and time of when this event starts. See this help doc for more information.

Date and time of when this event ends.

Location of the Appointment

Description of the new appointment

The email address of the client you'll be having an appointment with. (The email address must reflect to one of your clients registered on Coaching Loft).

This is the email of the Client/Coachee to whom the Invoice is to be assigned.

Unique identification number or code from the invoice.

The currency used for the invoice (e.g. USD, EUR, AUD).

The subtotal value of the invoice, numbers only (e.g. 150.00, 235.65, 300.99).

The total amount value of the invoice, numbers only (e.g. 150.00, 235.65, 300.99).

The description of the invoice

Date of which the invoice is supposed to be settled.

Actual sending date of the invoice to the client.

The date when the invoice got settled (only applicable on invoices with "paid" status).

Status of the invoice.