Skip to main content
All CollectionsContacts
How to Schedule an Appointment from the Contacts Tab
How to Schedule an Appointment from the Contacts Tab
Champ avatar
Written by Champ
Updated over a month ago

Scheduling appointments manually can be a straightforward process with the right approach. This guide will walk you through the steps to schedule a new appointment from the Contacts tab, detailing the options available in the Appointment panel and addressing common troubleshooting questions. By following these instructions, you can efficiently manage your appointments and ensure smooth coordination with your contacts.

To begin scheduling 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. Here, you'll find a list of your contacts. Choose the contact you want to schedule an appointment with by clicking on their name. This will open their contact details.

image

Appointment Panel Options

Once you're in the contact's details, you will see the option to add a new appointment in the “Appointments” panel.

image

Here's a breakdown of the options you'll encounter:

Choose a Calendar

Select the calendar on which you would like to book the appointment. This is crucial for organizing your appointments effectively.

image

Appointment Title

Assign a title and description for the appointment. If left blank, the default title and description from the calendar settings will be used.

image

Team Member

Select the preferred team member from the dropdown menu, if applicable. If no team member is selected, the calendar will automatically assign a user according to the calendar settings.

image

Attendees

Add other contacts to the appointment as guests if necessary.

image

Time Zone

Ensure that the time zone is considered to ensure that the appointment is booked at the agreed time and that follow-up communications are sent at the appropriate time.

image

Choose a Day

Pick the date for your appointment from the calendar dropdown. The system automatically hides unavailable days based on your settings.

image

Choose a Time Slot

Select from the available time slots for the chosen day. Unavailable times are not displayed for your convenience.

image

Meeting Location

Specify a meeting location or allow the default location from the calendar settings to be used.

image

Status

Indicate whether the appointment is confirmed or unconfirmed.

image

Book Appointment

Once all the configurations are confirmed, click the “Book Appointment” button to add the appointment to your schedule!

image

By following these steps, you can efficiently manage and schedule appointments, ensuring that all details are accurately set and that your schedule remains organized.

Frequently Asked Questions

Q: What if I can't find a suitable time slot?

  • Ensure that your calendar settings are correctly configured to display your availability. Check your calendar's blocked times and adjust as necessary.

How do I reschedule an appointment?

  • To reschedule, go to the appointment details and select a new date and time. Ensure you communicate any changes to the contact.

Can I set recurring appointments?

  • Yes. If your calendar has recurring appointments enabled and configured then creating a new booking on the calendar will add the recurring appointments as well.


Did this answer your question?