Official Guide

Manually Booking Calendar Appointments

Need to Schedule Calendar Appointments for someone else - leads, clients, or team members? Here's how to manually book appointments across RevStackr.

1. Different Ways to Access the 'Book Appointment' Feature

1. From the Conversations Tab: Go to Conversations → Select Contact → Calendar Icon in the sidebar.
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2. From the Contacts Tab: Navigate to Contacts → Open a Contact → Click the Appointments tab → +Add.
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3. From the Calendar Tab: Go to Calendars → Calendar View → Either click on 'New' or click on a Specific time slot.
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4. From Opportunities: Go to Opportunities → Open opportunity → Book/Update Appointment section → + New Appointment.

Step 1: Select the Calendar & Contact.
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Step 2: Add Appointment Details. Enter Appointment Title, Date & Time, and Meeting Location. You can also make it recurring.
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Step 3: Block Off Time (Optional). Use this to prevent new appointments from being booked during specific time periods.
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Tags: manual booking, book appointment, schedule appointment, block off time, calendar view, contacts tab

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