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

Updated on March 22, 2024

Manually create a new appointment #

Please watch the video to learn how to create a new appointment for a client when you don’t currently have the availability open within your schedule.  This is helpful for one-off appointments when you don’t want to open up the availability to anyone else.

1. Calendars
2. Click on the date and time
3. Choose the right contact
4. Pick the time and date
5. Save the appointment

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.