Accessing Calendar Section
Go to the calendar section on the main dashboard.
View all calendar appointments and select the "Appointments" option for detailed view.
Adding a New Appointment
Click on "New Appointment" to manually add a new appointment.
Enter contact details and select the calendar for booking.
Choose the team member for the appointment.
Set the due date and adjust availability if needed.
Customize availability for specific timeframes.
Adjust calendar settings and confirm the appointment by clicking "Book Appointment".
Confirming Appointments
Ensure auto-confirmation is turned on in calendar settings.
Manually confirm new appointments if auto-confirm is off.
Mark appointments as "Showed" upon completion.
Changing Appointment Details
Modify appointment status to "No-Show", "Cancel", or "Invalid".
Edit appointment details such as meeting location, duration, or time frames.
Update appointment status and save changes.
Finalizing Updates
All edits made will reflect for the contact on their Google Calendar.
To confirm and/or edit appointment details after an appointment has been booked.
Access Calendar Section
Toggle over to the calendar section from the main dashboard.
View all calendar appointments and select the "Appointments" option.
Add a New Appointment Manually
Click on "New Appointment" to open the booking window.
Add contact details and select the calendar for booking.
Select the team member for the appointment.
Set the due date and adjust availability if needed.
Book Appointment
Adjust start and end times for the appointment.
Set calendar settings for meeting location and confirmation details.
Click on "Book Appointment" to confirm.
Confirmation Process
Ensure auto-confirmation is turned on in the calendar setup settings.
If auto-confirmation is off, manually toggle to confirm new appointments.
Managing Appointments
Mark appointments as "Showed" to confirm completion.
Change appointment status to "No-show," "Cancel," or "Invalid" if needed.
Edit appointment details by selecting the three dots on the appointment and make necessary changes.
Save Changes
Save any edits made to appointment details.
Ensure to select the correct team member for the appointment.
Double-check all details before confirming the appointment.
Make sure to update the status of the appointment accurately.
Use custom availability for setting up unique timeframes.
Communicate any changes to the contact if needed.
Regularly check and update appointment details to avoid confusion.
Link to Loom
