Book New Appointment

Manually scheduling appointments is done in the Appointments tab within the Calendars section of your CRM. Here you can manually create appointments with your clients, which are useful for phone or live chat sales.

Manually Scheduling Appointments #

You can manually schedule appointments in your CRM by going to the Calendars tab, clicking on Appointments at the top of the page, and then clicking the “+ New Appointment” button on the top left.

Appointment Panel Options #

You can either Add a new contact or pick from available contacts.

Adding a New Contact #

1. Input the contact’s name here.
2. Input the contact’s phone number here.
3. Input the contact’s email address here.
4. The contact’s time zone is important for the system, so ensure you enter it correctly. The follow-up emails and texts will all be sent according to this field.
5. If you want to save the appointment, click “Save”; otherwise, click the “Back” button.

Select from Contacts #

You can search for contacts using their names, Email, phone numbers, or company. You can also click on the search bar to drop down the contact options.

Appointment Details #

1. When scheduling an appointment, you must choose a calendar you’d like to book the appointment.
2. 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. Edit them in the CRM settings to customize individual calendars.
3. Click the “Add Description” button to access the Appointment Description box. This field allows you or your team to note details referring to the meeting while booking and will be visible to the contact
4. You can select the team member to assign the contact. Calendar Default will assign it to any team member inside the calendar.

Day and Time Slot #

First, select the preferred timezone for this appointment. You can use the system Timezone or the client’s own.

To set the appointment date and time select it in this section, if the Default option is selected unavailable times will not show, and you will only be given the option to choose from available times from whatever day you chose previously. If you want to select the appointment time without restrictions, first select the Custom option.

Meeting Location #

You can select between Calendar Default (the location established in the specific calendar you chose) or set a custom meeting location to change the location at will. Please remember, if this field is left empty the system will fill it with your business address instead.

Appointment Status #

Here you can set an appointment status. You can set the appointment to confirm or invalid, Cancel, Show, or No-show status. Using these appointment statuses, you can create robust automation in your CRM for follow-ups!

Finishing Up #

Once the information is filled out click Book Appointment to save it in the system.

Doing so will trigger any workflows you’ve set up related to the calendar and notify the contact of their appointment. The appointment will be added to the owner’s calendar as well.

What's your Reaction?

You have reacted on"Book New Appointment"


A few seconds ago