How to Manually Add an Appointment
The Key Steps
- Click on the Appointments section on your left-hand navigation menu.
- Click either the Overview or Appointments section to manually add an appointment.
- In the top-right, click the green Book Appointment button in the top-right of the screen.
- A window will display on the right where you'll fill out the following information: the contact that you're scheduling the appointment for, the title, description, and the Date & Time of the appointment.
- You'll select the Date and Time off one of the schedulers you've built out in your
Here is a video walking through these steps: