Scheduling appointments manually is straightforward once you know where to look. This guide walks you through the steps to schedule a new appointment from the Contacts tab, covering the options available in the Appointment panel and answering common questions. Follow these steps to manage your appointments and keep things running smoothly with your contacts.
To schedule a new appointment from the Contacts tab, follow these steps:
Select a Contact from the Contacts Tab
Start by selecting the "Contacts" tab from the main menu. You'll see a list of your contacts. Click the name of the contact you want to book an appointment with to open their contact details.
Appointment Panel Options
Inside the contact's details, you'll see the option to add a new appointment in the "Appointments" panel.
Clicking this button will display two options: Meetings, Services, and Rentals. In this guide, we will add a meeting.
Here's a breakdown of the options you'll encounter:
Choose a Calendar
Select the calendar you'd like to book the appointment on. This is important for keeping your appointments well organised.
Appointment Title
Give the appointment a title and description. If you leave these blank, the default title and description from the calendar settings will be used.
Team Member
Select a preferred team member from the dropdown menu, if applicable. If no team member is selected, the calendar will automatically assign one according to the calendar settings.
Attendees
Add any other contacts to the appointment as guests if needed.
Time Zone
Make sure the time zone is set correctly so the appointment is booked at the agreed time and any follow-up communications go out at the right moment.
Choose a Day
Pick a date from the calendar dropdown. The system automatically hides unavailable days based on your settings.
Choose a Time Slot
Select from the available time slots for your chosen day. Unavailable times are hidden automatically.
Meeting Location
Specify a meeting location, or leave it blank to use the default location from the calendar settings.
Status
Indicate whether the appointment is confirmed or unconfirmed.
Book Appointment
Once everything looks right, click "Book Appointment" to add the meeting to your schedule.
Following these steps will help you book appointments accurately and keep your schedule in order.
Frequently Asked Questions
Q: What if I can't find a suitable time slot?
- Check that your calendar settings are correctly configured to reflect your availability. Review any blocked times and adjust as needed.
How do I reschedule an appointment?
- Go to the appointment details and select a new date and time. Make sure you let the contact know about any changes.
Can I set recurring appointments?
- Yes. If your calendar has recurring appointments enabled and configured, creating a new booking will add the recurring appointments as well.