How to book an appointment

Created by Belinda Henry, Modified on Sat, Jul 8, 2023 at 6:25 PM by Belinda Henry

Booking an Appointment

To manually book an appointment go into Conversations, choose the contact you wish to book an appointment with and then click the "Book Appointment" button at the bottom right of the screen(see image).

Popup info

When you click the "book appointment" button, it will pop up the form shown in the image.

1) Change the calendar to the appropriate calendar.
2) Set the Date and Time of the appointment
3) Give the Appointment a title
4) Add any meeting notes by clicking the "Show Notes" link.
5) Add any additional info in the "Additional Preferences" area.

Pro-Tip: Once you have set the appointment, be sure to send an email confirmation to the contact letting them know.