Appointments: Booking from calendar


This article applies to:

Book Now- Book Appointment from Calendar

1. Click anywhere on the day view of the calendar in the Appointments tab

2. Click Who are you meeting with in the New Appointment box

3. Select a contact from the drop down, or click +Add to create a new contact record

4. Select an Appointment type

5. Select a date and time for the appointment an click Confirm

6. The appointment will populate on the contact record under the Meet tab, on your calendar, and on your Keap calendar. The contact will also receive an appointment confirmation email.