Appointments

Create and manage appointments

Articles

 Appointments
With Keap Appointments, you can manage your schedule by viewing, rescheduling, or canceling appointments with ease. Quickly send your booking link to contacts via email or text, or use share the link online or in a campaign. Note : To se...
Appointments - Connect Google calendar
The Appointment booking page is for your clients to choose a time that works best for both parties, by allowing you to block out the days you are not available, searching your multiple Google calendars to remove any conflicts, which only leaves truly available time slots.
Appointments - Connect Outlook Calendar
Connect an Outlook Calendar Navigate to Appointments Click Set up Appointments Choose Outlook Calendar Sign in to Outlook with your email address and password Click Yes to grant Keap access to your calendar You will n...
Appointments - Set up your booking page
Once your Google calendar or Outlook calendar has been connected to Keap, you will set up your booking page.  In this article you will personalize the attributes of the appointment day and time they can book. Set your appointment locati...
Appointments - booking page
Now that you have setup your booking page, it's time to start using it!  Contacts who click your booking link will be shown a calendar and times you're available. Your availability will be displayed in the visitor's time zone. C...
Appointments - Reschedule or cancel appointment
If you are unable to meet with your clients or vice versa, the appointment can be reschedule or canceled. This article will review options of how you and your clients can do that.  Request Reschedule You can reschedule by clicking the a...
Appointments - FAQ
This article reviews the in’s and out’s of Appointments. Learn about all the possibilities and time management you can achieve with one simple tool. Booking page links How is the booking page link determined? Your appointment booki...
Appointments - Appointment Reminders
Improve appointment attendance with email reminders Keap will automatically send an email reminder to your contacts that have set appointments with you in Keap Appointments.  One reminder goes out 24 hours before the appointment, and another g...
Appointments - Create appointments from a contact record
Requirements Connect a Google Calendar or Outlook Calendar Create a booking page Book an appointment from a contact record Navigate to a contact record Click More Click Meet with...  your contact Click Book now  o...
Appointments - Disconnect Google calendar
  Steps to disconnect your Google Calendar Go to Settings  located in the top right drop down Click Integrations Open the more options menu for your connected calendar Click Disconnect Click Yes, disconnect ...
Appointments: Booking from calendar
Book an appointment on your calendar Click the Book now button above your daily schedule or by on appointment type Search for or add a new contact Select the appointment type Click Continue and select time  Select a date and t...