Book an Appointment in Contacts | LeadShop Support

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Transcript:

Let’s look at how we can book an appointment in the contact’s profile view. First click on contacts in the side menu. Then click on a specific client. Then, go to appointment.

Here, you can see previous appointments you’ve booked. You can also click on ‘add new’ to add a new appointment. A booking pop up will open for us to select the calendar, the team member, and appointment information. Don’t forget to adjust the timezone to match the client’s timezone.

Then select the date and time slot. Add appointment title, notes, and additional appointment preferences. Then click ‘Book appointment’. A message and email with appointment details will automatically send out to the client that you’ve booked an appointment. It will add them to automated reminders for their appointment, as well as send an appointment confirmation prior to the appointment.

That’s booking appointments from the contact view.