Appointments - Create appointments from a contact record

Requirements

1. Connect a Google Calendar or Outlook Calendar
2. Create a booking page

Book an appointment from a contact record

1. Navigate to a contact record
   
2. Click More
   
3. Click Meet with... your contact
   
4. Click Book now or Send invite for the desired appointment type
   

4. If you chose Book now, select a date and time for your appointment and click Confirm
   
5. If you chose to send an invite, select either Email or Text
   Note: Sending a link via text requires Keap Business Line
   
6. Edit the message as needed
7. Click Send