Appointments - Create appointments from a contact record


This article applies to:

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