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How do I schedule a new appointment?
How do I schedule a new appointment?

Learn how to schedule a new appointment with your clients

Margarida Sousa avatar
Written by Margarida Sousa
Updated this week
  • Click on the button "Calendar" on the left-side menu, at the bottom of the screen;

  • Select a date on the calendar and click in "Schedule an appointment";

  • Choose the client you want to book and choose the hour and any relevant information about it.

Other ways to book an appointment: 

  • Click on the green button "Schedule appointment", on the left-side menu:

  • Click on the client you want to book the appointment with and select the button "Schedule appointment" under their profile image:

  • In the last section of the appointment flow "Deliverables"

Do you want to schedule appointments but didn't register any clients yet? Access this article to learn how to do it.

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