Schedule New Appointment (needs video)

Created by Ezra Weinstein, Modified on Fri, Oct 7, 2022 at 11:18 AM by Hannah Harris

Manually Scheduling Appointments

If you would like to schedule a new appointment manually, you can do so by clicking the “+ Schedule Appointment” button here. This is especially useful for phone sales or live chat sales.

Appointment Panel Options

Choose a Calendar
When scheduling an appointment, you will need to first choose a calendar you'd like to book the appointment on.
Choose a Day
Next, choose a day on that calendar. The drop-down here will automatically hide any unavailable days. You can select set your available and unavailable days in the settings of your CRM as well as on each calendar.
Choose a Time
Just like the day, your unavailable times will not show, and you will only be given the option to choose from available times from whatever day you chose previously.
Appointment Title
If you want, you can give your appointment a title. If you leave this area blank, your appointment title will be the default title you created in the specific calendar you chose.
To customize individual calendars, you will need to edit them in the setting of your CRM.
Contact Name
You will need to input the contact's name here.
Contact Email
You will need to input the contact's email address here.
Contact Phone
You will need to input the contact's phone number here.
Contact DOB
You have the option of inputting the contact's date of birth here.
Contact Time Zone
The contact's time zone is very important to enter correctly. The follow up emails and texts will all be sent according to the contact's time zone.
Meeting Location
You can set a custom meeting location, but like the appointment title, if you leave this area blank, your meeting location will be the default location established in the specific calendar you chose.
To customize individual calendars, you will need to edit them in the setting of your CRM.
Status
This will set your user status to either free or busy during each time frame.
Appointment Status
Here you can set an appointment status. You can either set the appointment to confirm, invalid, cancel, showed, or no-show.
Using these appointment statuses, you can create robust automation in your CRM for future follow-up!
Additional Notes
This field gives you or your team the ability to take notes while booking the appointment. These notes may be very useful when attending the meeting later.