How To Edit An Appointment

How to Edit an Appointment

The "Appointment" section is a great way to see the upcoming and past appointments at a glance. You can also see details about the appointments, such as:

• Date and time of the appointment

• Status of the appointment

• Calendar the appointment was booked on

• And the assigned user

Appointment Panel Options

• Choose a Calendar 

First, choose a calendar you’d like to book the appointment. 

• Choose a Day

Choose a day next. Unavailable days are hidden. You can select and set your available days in the CRM as well as on each calendar.

• Choose a Time Slot

Your unavailable times will not be displayed. You can only choose from available times on the selected day.

• Appointment Title

You can give your appointment a title. If left blank, the default title you created in the specific calendar will be used. To customize individual calendars, edit them in your CRM settings.

• Contact Name

Enter the contact's name.

• Contact Email

Enter the contact's email address.

• Contact Phone

Enter the contact's phone number.

• Contact DOB

Optionally, enter the contact's date of birth

• Contact Time Zone

It is important to enter the contact's time zone correctly. Follow-up emails and texts will be sent according to their time zone.

• Meeting Location

You can set a custom meeting location. If left blank, the default location established in the specific calendar will be used. To customize individual calendars, edit them in your CRM settings.

• Status
  Set your user status as either free or busy during each time frame.

• Appointment Status

Set the appointment status as confirm, invalid, cancel, showed, or no-show. These statuses can be used for future follow-up automation in your CRM.

• Additional Notes

This field allows you or your team to take notes while booking an appointment. These notes can be helpful for the meeting later on.

Navigating To The Contact Details Tab

Click the edit icon here.