How to Arrange an Appointment from the Contacts Tab

Modified on Thu, 29 Aug at 3:43 PM

To schedule a new appointment from the contacts tab, follow these steps:

Access the Contacts Tab: Begin by selecting the "Contacts" tab from the main navigation menu. Here, you'll find a complete list of your contacts.
Choose a Contact: Select the contact you wish to schedule an appointment with by clicking on their name, which will take you to their contact details.

Select Contact

Within the contact's details, you'll find an option to create a new appointment in the “Appointments” section.

Add Appointment

Here's an overview of the options available:

Select a Calendar: Choose the calendar where you want the appointment to be recorded. This helps in keeping your appointments organized.

Select Calendar

Pick a Day: Select the date for your appointment. The system will automatically exclude days that are unavailable based on your settings.

Choose a Date

Select a Time Slot: Choose from the available time slots for the selected day. Unavailable times will not be shown, ensuring you select a valid time.

Choose a Time Slot

Appointment Title: Provide a title for the appointment. If left empty, the default title from your calendar settings will be used.

Appointment Title

Contact’s Time Zone: Ensure the contact’s time zone is set correctly to guarantee that follow-up communications are scheduled accurately.

Contact Time Zone

Meeting Location: Define the location for the meeting. If not specified, the default location from your calendar settings will be applied.

Meeting Location

Appointment Status: Choose whether the appointment is confirmed or still pending.

Appointment Status

What if I can't find an available time slot? Double-check your calendar settings to ensure your availability is correctly displayed. Adjust any blocked times as needed.
How do I change an appointment? To reschedule, go to the appointment details and select a new date and time. Make sure to inform the contact about the changes.
Can I create recurring appointments? Yes, if recurring appointments are enabled and configured on your calendar, setting a new appointment will automatically include the recurring bookings.