Step 1: Open the Calendar
Click on the calendar icon located in the bottom right corner of your dashboard.
Step 2: Click "Add"
Click “Add” at the upper-right corner of the screen, or tap the plus (+) sign at the bottom-middle of the calendar.
Step 3: Search for a Lead
In the search field, start typing the name or email of the lead you'd like to book the appointment with.
Step 4: Select the Lead
Click on the lead’s name once it appears in the dropdown list.
Step 5: Choose the Date and Time
Click into the date and time field, then select the time slot that works best for the appointment.
Step 6: Book the Appointment
Click the green “Book Appointment” button at the bottom of the screen to confirm your booking.
Step 7: Confirm Success
You’ll see a pop-up message confirming your appointment has been successfully added. Click “OK.”