> How do I manually create an appointment?

Learn how to manually create an appointment for a client when you don’t currently have the availability open for others.

How to Manually Create an Appointment: A Step-by-Step Guide

1. Access Calendar Dashboard:

• Open your calendar application.

• Locate the calendar dashboard where you can view all your calendars.

2. Locate Blocked Time (Optional):

• This step is only applicable if you’ve already created a blocked time slot for the appointment.

• If you haven’t, proceed to step 3.

3. Access Booking Menu:

• Navigate to the “Book Appointment” section within your calendar application.

4. Choose Contact:

• Select the client you want to schedule the appointment with.

• You can also add a new contact if this is a new lead.

5. Select Appointment Details:

• Choose the appointment type (e.g., discovery call).

• Assign a team member if applicable.

• Pick the desired date and time for the appointment. (This can be any date/time)

6. Set Appointment Title:

• Create a clear title for the appointment.

• You can use a similar format as your standard booking titles (e.g., Discovery Call with [Client Name]).

7. Meeting Location (Optional):

• If your calendar integrates with Zoom, you can choose Zoom as the meeting location and automatically generate a meeting link.

• Skip this step if Zoom integration is unavailable.

8. Book the Appointment:

• Click the “Book Appointment” button.

• The appointment will be automatically added to your calendar, even if you didn’t choose a specific date and time during selection.

9. Verify Appointment (Optional):

• You can access the “Appointments” section of your calendar to confirm the newly created appointment.