Appointments Page

This article applies to:

From your Appointments page, you can manage your schedule, by Viewing, Rescheduling, or Canceling, appointments with ease. Quickly send emails to your customer asking them to schedule or grab your Booking Page link, which you can use within a campaign or through text message if you are using your Mobile browser.

Note: To setup your Google Calendar, click here

Appointments calendar

  1. Access Appointments from the left hand navigation

  2. On the right is the Calendar Display

  3. To the right of the Calendar Display is the Daily Schedule

  4. The light purple circle indicates "Today's" date

  5. The solid blue circle indicates the date you are currently on

  6. To the right of the current Month and Year is a "Today" button. When clicked the "Daily Schedule" will move to today.

Appointment view

Click an appointment to view details of the appointment. There are  options to "Reschedule" or "Cancel" the appointment. For more information regarding Rescheduling and/or Canceling an appointment, click here

Appointment filtering

  1. Navigate to "Appointments"

  2. Click on "Filter"

    1. Check the calendars you want displayed under "Show/hide Google Calendars"

    2. You have a choice to "Show all events" or"Show appointments only" 
      Click to view larger

Note: Google Calendar events are hidden from your view and only the appointments booked from Keap Appointments will be visible. Check boxes to show/hide Google Calendars will disappear when you choose "Show appointments only".

Add Appointment type

  1. Navigate to the Appointments on the left menu

  2. Click "Add type" under "Appointment types" which is located under the Calendar

    Continue setup process as previously documented here

  3. The newly created appointment types will be listed under the "Appointment types"

Edit appointment's type

  1. Navigate to the Appointments page

  2. Click pen and paper icon next to the appointment type you want edit

  3. Right click or use CTRL+V to paste the copied URL to the desired location

Sending appointment emails

  1. Navigate to the Appointments page

  2. Click the "Send invite"

  3. Select which appointment link to send

  4. To add a recipient start typing their name or click "+ Add contact"
    Click to view larger
  5. Edit email body as needed

  6. Click "Send" when ready

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 Google calendar, and on your Keap calendar. The contact will also receive an appointment confirmation email.

Send invite from a contact record

  1. Navigate to a contact record
  2. Click "Meet"
  3. Click on the "Send invite" 
  1. Edit email body is needed
  2. Click "Send" when ready

Appointment settings

  1. Navigate to the "Settings"
  2. Click "Appointments"
  3. To add an appointment type click the "+ Add new appointment type"  
    Continue setup process as previously documented here

  4. The newly created appointment types will be shown under the "Appointment Types" on the Settings  & Appointment page