Managing Appointments

Managing Appointments

1. Accessing Calendar Section

   • Go to the calendar section on the main dashboard.

   • View all calendar appointments and select the "Appointments" option for detailed view.

2. 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".

3. 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.

4. 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.

5. Finalizing Updates

   • All edits made will reflect for the contact on their Google Calendar.

SOP: Updating and Confirming Appointments

Objective

To confirm and/or edit appointment details after an appointment has been booked.

Key Steps

1. Access Calendar Section

   • Toggle over to the calendar section from the main dashboard.

   • View all calendar appointments and select the "Appointments" option.

2. 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.

3. 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.

4. Confirmation Process

   • Ensure auto-confirmation is turned on in the calendar setup settings.

   • If auto-confirmation is off, manually toggle to confirm new appointments.

5. 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.

6. Save Changes

   • Save any edits made to appointment details.

Cautionary Notes

• 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.

Tips for Efficiency

• 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

https://www.loom.com/share/110786d319a247d0a461ef0e3471e328