How to Schedule an Appointment

The "Appointment" section offers a convenient overview of both upcoming and past appointments. Here, you can quickly access important details, including:

• Date and Time: When the appointment is scheduled.

• Status: The current status of the appointment.

• Calendar: The specific calendar where the appointment was booked.

• Assigned User: The user responsible for the appointment.

Manually Setting Up Appointments

To manually schedule a new appointment, navigate to the Contacts tab within the Smart List section. Select the contact with whom you'd like to arrange an appointment.

Appointment Panel Features

Clicking on the contact's name will take you to the contact's detailed information page. From there, proceed to the Appointment tab.

To begin scheduling, click the Add button.

Selecting a Calendar

Start by choosing the calendar where you'd like to schedule the appointment.

Appointment Title

You have the option to name the appointment. If you leave this field blank, the system will use the default title specified in the calendar settings. To modify titles for individual calendars, update the settings in your CRM.

Adding a Description

Provide a brief description of the appointment. This helps others quickly understand the purpose of the meeting.

Assigning a Team Member

Select the team member you wish to assign to this appointment.

Day & Time Configuration

• Contact's Time Zone: Make sure to accurately enter the contact's time zone. Follow-up communications will be sent according to this time zone.

• Choosing a Day: Select the day for the appointment. Days that are unavailable will not be shown. You can set your available days in the CRM and each calendar.

• Selecting a Time Slot: Only available time slots on the selected day will be displayed. Choose the time that works best.

Setting the Meeting Location

You can specify a custom location for the meeting. If you leave this field blank, the default location from the calendar will be used. To customize locations for individual calendars, update your CRM settings.

Appointment Status

Set the status of the appointment as either confirmed or unconfirmed. These statuses can be leveraged for automated follow-ups in your CRM.

Preview and Finalize

Before booking, you can preview the appointment details, including the contact's name, the scheduled date and time, and the time zone.

When everything is ready, click the Book Appointment button to confirm.