This article will explain how you can book an appointment directly from your calendar view. To book an appointment from your calendar view, follow the below steps:
Navigate to ‘Calendars’
Click on ‘Book Appointment’
Under ‘Select Contact’, search for the contact you wish to book the appointment with. Once you have selected the contact, they will show up under ‘Contact’ directly below this
Under ‘Calendar’, select the calendar you wish to book the appointment under
Under ‘Appointment Title’, you have the option to add a title for the appointment if you wish. You also have the option to add a description by clicking on the ‘Add description’ button
Under ‘Team Member’, you then have the option to assign a specific team member to the appointment or you can leave it as calendar default, the appointment will be assigned to the best available user based on your calendar settings
Under ‘Date & Time’, you can then select the date and time you would like to book for this appointment. The available times that are shown here will be based on the availability of the team member/s assigned to this calendar however you can override this by selecting ‘Custom’ which will allow you to book an appointment in at any time, even if you are unavailable on your calendar
Under ‘Meeting Location’, you can select the location of this appointment. ‘Calendar Default’ will be based on what you have set within your calendar settings and ‘Custom’ will allow you to override this and enter in a custom location if you wish
You can then set your appointment status to either ‘Confirmed’ or ‘Unconfirmed’
Once this is complete, click ‘Book Appointment’. You will then see this appointment shown on your calendar.