How to Book an Appointment

You can manually book an appointment with someone who either is or is not on your contacts list.

From Calendars

On your main menu, click on "Calendars", then go to the "Calendars" view.

Add A New Appointment

Click on the button that says, "+ Book Appointment" in the upper right corner and it'll open a pop-up.

Select The Contact

Select the contact you'd like to have the appointment with.

You have 2 options, Adding a new contact or selecting an existing one.

Existing Contacts

For this example, we are going to choose an existing contact. Simply type in the name and click on the contact once it shows on the options below.

Select The Calendar

Edit the appointment details starting with the Calendar.

Select The Assigned User

On the "Team Member" dropdown, choose the assigner user for this new appointment by clicking on top of the user's name.

Edit The Appointment Date & Time

Select the Date and specific time slot for your appointment.

Save The Appointment

Once you've finished editing, click on "Book Appointment" to save your appointment.

From Contacts

You can create and manage appointments for specific contacts by going into the "Contacts" tab.

Select The Specific Contact

Select the contact by clicking on the top of the name. This will open the full contact menu.

Go to Appointment

On the right side menu, click on "Appointment". This will show you all of the appointments booked with that specific contact.

 Add A New Appointment

Click on "+Add New" to add a new appointment. This will open a pop-up menu.

Select The Calendar

Edit the appointment details starting by selecting the assigned Calendar.

Select The Assigned User

On the "Team Member" dropdown, choose the assigner user for this new appointment by clicking on the top of the user's name.

Edit The Appointment Date & Time

Select the Date and specific time slot for your appointment.

Save The Appointment

Once you've finished editing, click on "Book Appointment" to save your appointment.