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