Appointments - Create appointments from contact record Book Now


This article applies to:

Quickly add new appointments for your contacts

Already know the date and time your contact wants to meet? With Book now, you can instantly create and confirm new appointments. Access it from any contact card, or the Appointments feature.

Requirements

  1. Connect Google Calendar (Click here)
  2. Create Appointment Links (Click here)


1. To add a new appointment, navigate to a contact record and click the Meet tab.



2. Click Book Now.



3. Select the appointment type from your pre-created Appointment types.




4. Select the date and time of the desired appointment.



5. (Optional) From the Appointment Scheduled Success screen you can View the new appointment on your calendar in your Appointments tab or return to the Contact record


Appointments Tab view



Contact Record view