Scheduling an Appointment

Scheduling an Appointment

Both the Staff and Contacts have the ability to schedule an Appointment, as long as there is an available Appointment Type to choose from.

CLICK HERE to learn about Appointment Types and Scheduling

TIP: The Time Slots both the appointer and appointee sees are based on their respective Time Zone. For example, if a Contact with a Time Zone of GMT-07:00 creates an appointment at 11am, and the Staff Member has a Time Zone of GMT-04:00, the Appointment will convert to 2pm when viewed by that Staff Member.

You can enable or disable scheduling in Calendar Settings.

CLICK HERE to learn about Appointment Calendar Settings


How do I schedule an Appointment as a Staff Member?

If a Staff Member has an Appointment Type assigned and configured, they have the ability to create an Appointment for a Contact.

Navigate to Calendar > My Calendar, and click the +Add Appointment button.

A modal will appear in which you can select the Appointment Type, as well as which Contact the Appointment will be scheduled for.

You will then be able to select a  Time Slot. If multiple Appointment Types are available, a dropdown menu will be available to choose from them.

Selecting a Time Slot will show the confirmation details of the Appointment. Click  Book Now to schedule the Appointment.

The scheduled Appointment will appear on the the Appointer's calendar, with an icon indicating its current status.

Clicking the Appointment on the Calendar will bring up a modal with the confirmation details, as well as the option to Cancel the Appointment.

Canceling an Appointment will remove it from the calendar from both parties, and a Notification email will be sent to both.


How do I schedule an Appointment as a Contact?

If scheduling is enabled and at least one Appointment Type is available, a Contact can create an Appointment themselves.

Navigate to Calendar > My Calendar, and click the +Add Appointment button.

A modal will appear in which a Time Slot can be selected. If multiple Appointment Types are available, a dropdown menu will be available to choose from them.

Selecting a Time Slot will show the confirmation details of the Appointment. Click Book Now to schedule the Appointment.

The scheduled Appointment will appear on the Contact's Calendar, with an icon indicating its current status. It will also appear on the assigned Staff Member's Calendar.

Clicking the Appointment on the Calendar will bring up a modal with the confirmation details, as well as the option to Cancel the Appointment.

Canceling an Appointment will remove it from the calendar from both parties, and a Notification email will be sent to both.

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