How To Add An Appointment
The "Appointment" section is a great way to see the upcoming and past appointments at a glance. You can also see details about the appointments, such as:
Your header text here
Date and time of the appointment
Status of the appointment
Calendar the appointment was booked on
And the assigned user
Manually Scheduling Appointments
If you wish to schedule a new appointment manually, you can do it by going to the contacts tab in the Smart List section and selecting the contact you want to make appointments with.
Appointment Panel Options
Once you click on the name it directs you to the Contact details, then click on the Appointment tab.
Click on the Add button to get started
Choose a Calendar
First, choose a calendar you’d like to book the appointment.
Appointment Title
You can give your appointment a title. If left blank, the default title you created in the specific calendar will be used. To customize individual calendars, edit them in your CRM settings.
Add Description
Add a brief description of the appointment to make it easier for other users to have a glimpse of it.
Team Member
Select the team member that you want to assign to this appointment.
Day & Time
Contact Time Zone
It is important to enter the contact's time zone correctly. Follow-up emails and texts will be sent according to their time zone.
Choose a Day
Choose a day next. Unavailable days are hidden. You can select and set your available days in the CRM as well as on each calendar.
Choose a Time Slot
Your unavailable times will not be displayed. You can only choose from available times on the selected day.
Meeting Location
You can set a custom meeting location. If left blank, the default location established in the specific calendar will be used. To customize individual calendars, edit them in your CRM settings.
Appointment Status
Set the appointment status as confirmed or unconfirmed. These statuses can be used for future follow-up automation in your CRM.
Preview
You can have a quick preview of the appointment booked here—the contact's name, date & time of the appointment, and the client's timezone.
Book Appointment
Click on the Book Appointment button once all information is set.
