Manually Scheduling Appointments

If you would like to schedule a new appointment manually, you can do so by clicking the “+ Schedule Appointment” button here. This is especially useful for phone sales or live chat sales



Select Contact from the list or Click Add New


 Appointment Panel Options


  • Choose a Calendar

    When scheduling an appointment, you will need to first choose a calendar you'd like to book the appointment on

  • Account Time Zone

    The Account time zone is very important to enter correctly. The follow up emails and texts will all be sent according to the Account's time zone and will automatically adjust for the Contact's Time Zone

  • Choose a Day

    Next, choose a day on that calendar. The drop-down here will automatically hide any unavailable days. You can select set your available and unavailable days in the settings of your CRM as well as on each calendar

  • Choose a Time

    Just like the day, your unavailable times will not show, and you will only be given the option to choose from available times from whatever day you chose previously

  • Appointment Title

    If you want, you can give your appointment a title. If you leave this area blank, your appointment title will be the default title you created in the specific calendar you chose.

    To customize individual calendars, you will need to edit them in the setting of your CRM

  • Meeting Location

    You can set a custom meeting location, but like the appointment title, if you leave this area blank, your meeting location will be the default location established in the specific calendar you chose.

    To customize individual calendars, you will need to edit them in the setting of your CRM

  • Appointment Status

    Here you can set an appointment status. You can either set the appointment to confirm, invalid, cancel, showed, or no-show. Using these appointment statuses, you can create robust automation in your CRM for future follow-up!

  • Contact Info

    All of your Contacts info will be here to include Name, Email, Phone