Building Out Your Appointments Section

The Key Steps

1. Click Appointments on your left-hand navigation menu.
2. Click Calendar in the dropdown menu to connect a calendar. You'll need to connect a calendar (from Google or Outlook) to make appointments.
3. Click the green Connect Calendar button to add your calendar. You'll need to know your Google or Outlook log-in credentials to connect the calendar.
4. Click Scheduler to build out your first scheduler.
5. If this is your very first scheduler, click the green Create One button or click the green New Scheduler button on the top right.
6. You'll be directed to a page where you can set the parameters for your scheduler: when they can schedule, how far apart from each event scheduled, confirmations, etc. 
7. Once you've created your scheduler and contacts have begun using it to schedule events at your school (trial classes, first visits, etc) you can see those appointments in the Overview and Appointments section. 

Here is a video walking through these steps: