Manual appointment booking is especially useful when you're on the phone with a customer or already in communication with them. Instead of sending a link to your scheduling page, you book the agreed-upon appointment directly during the conversation in the CRM and all participants automatically receive a calendar invitation. For round-robin appointments, you can manually select the host or let the distribution logic decide.
How to book an appointment directly in the CRM
1. Navigate to People in the left sidebar of your Zeeg Dashboard
2. Select the person you want to book an appointment with and click on their name
3. Click + New Event in the top right
4. Select the appropriate scheduling page from the dropdown menu
5. For round-robin events, either choose a host or leave it to the distribution logic
6. Optional: Click Add guests and type in a name or email address to invite additional participants
7. Click Next. The scheduling page will open
8. Select a time slot in the calendar
9. Add any additional details such as notes or custom form fields if needed and confirm with Schedule event
The appointment is now created and all participants automatically receive a calendar invitation via email.
Adding Guests
When adding additional guests, you have two options:
Person already exists in CRM: Simply enter the name and Zeeg will suggest the corresponding person
Person not yet in CRM: Enter the complete email address. The person will be automatically created as a new contact
Benefits of Manual Appointment Booking
Time savings: No need to send booking links
Full control: You determine the time and participants
Automatic CRM integration: New contacts are created directly when added
Perfect for follow-ups: Ideal after meetings, consultations, or sales calls
Frequently Asked Questions
Can I book appointments for other people on my team?
Yes, for round-robin appointments you can manually select the host. You then book on behalf of that person, and they receive the calendar invitation.
What happens if I enter an email address that already exists in the CRM?
Zeeg automatically recognizes that the contact already exists and links the appointment to the existing contact. No duplicate is created.
Can manually booked appointments be edited later?
Yes, you can open appointments in the CRM at any time and change details, reschedule the time, or add or remove participants.
Do guests receive a confirmation when I add them to an appointment?
Yes, all participants automatically receive a calendar invitation via email with all appointment details after booking.
Does manual appointment booking work with all calendar integrations?
Yes, the feature works seamlessly with Google Calendar, Microsoft Exchange, and Apple Calendar. Make sure your calendar integration is set up correctly.