The bertie-voice skill doesn't apply here (that's for first-person Bertie content). This is a customer-facing CRM article, so I'll rewrite it in NotLuck house style.

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Book New Appointment

You can manually schedule appointments in the CRM by going to the Calendars tab, clicking on Appointments at the top of the page, and then clicking the "+ New Appointment" button at the top right. You'll see two options: Meeting and Service Appointment.

This guide outlines the steps to create a meeting.

Appointment Panel Options

You can either add a new contact or pick from available contacts.

Adding a New Contact

1. 1
   Enter the contact's name.
2. 2
   Enter the contact's phone number.
3. 3
   Enter the contact's email address.
4. 4
   The contact's time zone is important for the system, so make sure you enter it correctly. Follow-up emails and texts will all be sent according to this field.
5. 5
   To save the appointment, click "Save"; otherwise, click the "Back" button.

Select from Contacts

You can search for contacts by name, email, phone number, or company. You can also click the search bar to see all available contact options.

Appointment Details

1. 1
   When scheduling an appointment, choose which calendar you'd like to use.
2. 2
   You can give your appointment a title if you'd like. If you leave this blank, the appointment will use the default title set in the calendar you chose. Edit individual calendars in the CRM settings to customise them.
3. 3
   Click the "Add Description" button to open the Appointment Description box. You or your team can use this field to note details about the meeting; it will be visible to the contact.
4. 4
   You can select the team member to assign the contact. Calendar Default will assign it to any team member inside the calendar.

Day and Time Slot

First, select the timezone for this appointment. You can use the system timezone or the client's own.

To set the appointment date and time, make your selection here. With the Default option selected, unavailable times won't show and you'll only be able to choose from available slots on the day you've picked. To select a time without restrictions, choose the Custom option first.

Meeting Location

You can select Calendar Default (the location set in the chosen calendar) or enter a custom meeting location. Bear in mind, if this field is left empty, the system will use your business address instead.

Appointment Status

Here you can set an appointment status. You can set the appointment to confirm or invalid, Cancel, Show, or No-show status. Using these appointment statuses, you can build robust automations in the CRM for follow-ups!

Finishing Up

Once you've filled in the details, add any relevant notes and click Book Appointment to save it in the system.

This will trigger any workflows you've set up for the calendar and notify the contact of their appointment. The appointment will also be added to the owner's calendar.