1. Click on Sales Pipeline
2. At the upper right side click on "New Appt"
3. Select what type of appt you would like
If you want to create a new type of appt, follow the instructions by Clicking Here.
4. Select a Date
5. Select a Time
6. Select the Duration Time
7. Select a contact
8. All the contact information will show up
9. Click on Save
10. You will be taken to the Appt Calendar
Note that this is a different type of appointment than On-Site Estimate -- in this example, we called it Test Appt.
11. And you will be able to see the Appt you just scheduled
🗨️ If the person filled out the Booking Form but a different type of appointment needed to be scheduled, you can archive the appointment request...
12. Locate your Requests
13. Click on the Calendar Icon
14. Scroll down
15. Click on Archive Appointment
16. The request will be gone
17. Also, all appointments you schedule that are different from On-Site Estimate will not show up in the Estimate Scheduled stage of the Sales Pipeline. You will have to start a Proposal manually.
If you don't know how to create a Proposal manually, click here for instructions.
