Schedule appointments
Book, reschedule and cancel appointments inside the CRM.
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- How to book an appointment manually for a clientIn Calendars, click New (or an open slot in Calendar View), choose the calendar and the contact, set the date, time and location, and save. You can also book from Conversations, Contacts or Opportunities.
- How to reschedule or cancel an appointmentIn Calendars, open the Appointment List View, click the appointment's three-dot menu and choose Reschedule, or change its status to Cancelled. To let clients reschedule or cancel on their own, turn those options on in the calendar settings.