Book and manage appointments

1. Go to Calendar and select New appointment. You can also choose Book appointment as the next step when logging a call or visit.

2. Enter a Title.

3. Choose a Type. Each type sets a default length:

4. Set the Date and Start time. Times are in your company's time zone.

5. Choose a Length, or Custom end time.

6. Optional: under Related to, link a prospect, account or location. Add an Address and Notes.

7. Select Book appointment.

New appointments are assigned to you. To assign one to someone else, open it after booking and change the Assignee.

Select the appointment on the Calendar. You can:

• Change any detail, including the Assignee, and select Save changes.

• Select Mark completed or No-show.

• Select Cancel appointment. It stays on the calendar, struck through.

• Select Delete to remove it completely (Owners and Admins only; this can't be undone).