Before you can start scheduling appointments, you need to set up your calendars and team availability.
Scheduling an appointment
You can schedule an appointment in 3 ways:
1. Allow contacts to book themselves using a calendar link (find your calendar link)
2. From a contact detail page
3. From the Scheduling page
View all appointment from the Calendar or Appointments page.
On the Calendar view, click on the event to edit the appointment
From the Appointment page, click on the contact name to view and edit their appointments
Updating appointment status
What happens when you update the status?
Confirmed — this is the default status and contacts will be added into the the Appointment Reminder Workflow
Reschedule — will open the appointment edit screen to reschedule the appointment. Note, this must be done before the scheduled time.
No Show — the contact will be added into the Appointment No Show Workflow
Showed — the contact will be added into the Appointment Showed (No Sign Up) Workflow IF the contact has not purchased a plan within the wait time (default is 72 minutes).
Note: these action are based on the default setup of a Grow account.