You can manually book appointments in many different ways (through Conversations, Contacts, Opportunities, and Quick Actions).
Updated: September 10, 2024
Booking Appointments in the Conversations Tab
- Navigate to the Conversations tab.
- Select the Contact you wish to set the appointment.
- In the right menu pane, click Appointment tab
A pop-up will appear. Complete the appointment details. First, select the correct calendar from the dropdown that’s integrated in the platform. Update the date and time and input the appointment title. Add any additional notes if needed by clicking on Show Notes. Expand the Additional Preferences section to customize the Meeting Location and Appointment Status. Once complete, click Book Appointment.
Booking Appointments in the Contact's Tab
1. Navigate to the Contacts tab.
2. Locate the Contact you wish to set the appointment. To the left of the Contact, click on the 3 dots and select Book Appointment..png)
3. A new window will appear. Complete the appointment details. First, select the correct calendar from the dropdown that’s integrated in the platform. Update the date and time and input the appointment title. Add any additional notes if needed by clicking on Show Notes. Expand the Additional Preferences section to customize the Meeting Location and Appointment Status. Once complete, click Book Appointment.
Booking Appointments in the Contacts Card
1. Navigate to the Contacts tab from the menu pane.
2. Click the Contact you wish to set the appointment to open the Contact Card. Click the Appointment icon at the top right-hand corner. Click the + Add New button next to the Appointment tab.
3. A new window will appear. Complete the appointment details. First, select the correct calendar from the dropdown that’s integrated in the platform. Update the date and time and input the appointment title. Add any additional notes if needed by clicking on Show Notes. Expand the Additional Preferences section to customize the Meeting Location and Appointment Status. Once complete, click Book Appointment.
Book Appointments using Quick Actions
Click the Quick Actions button next to the Search bar and click Book an Appointment.
Select a Contact by searching for them in the search bar or finding them on the list. 
If your contact is not yet in the system, you can also create a New Contact directly here by clicking the + Add New button.
A pop-up will appear. Complete the appointment details. First, select the correct calendar from the dropdown that’s integrated in the platform. Update the date and time and input the appointment title. Add any additional notes if needed by clicking on Show Notes. Expand the Additional Preferences section to customize the Meeting Location and Appointment Status. Once complete, click Book Appointment.
Book Appointments in the Opportunities Tab
Navigate to the Opportunities tab.
Locate the Opportunity Card you wish to set the appointment and click on the Calendar Icon to Add an Appointment.
A pop-up will appear on the Book/Update Appointment tab. (You can also click on the Opportunity Card itself and navigate to the Book/Update Appointment tab.)
Complete the appointment details. First, select the correct calendar from the dropdown that's integrated in the platform. Update the date, time slot, meeting location and input the appointment title. Once complete, click Update.
Should you choose to use the pre-configured meeting location and appointment title built within the calendar itself, consider leaving these fields blank.