Book an appointment during a call

What it is

Book appointment shows your real free time for the next two weeks while the person is still on the phone. You pick a time, it is held for you, and you book it before the call ends. You can also send them your booking page instead.

Where to find it

Dialer > live session > Book appointment, under the person’s name

Steps

1. During a call, press Book appointment under the person’s name. Picking the Appointment result (key 1) opens it too.
2. Click a free time. It shows as Held for you and nobody else can take it while you are on the call.
3. Check What is it, add Notes if you like, and press Book it. Press Give the time back to release it.
4. When the call ends, save the result as Appointment set. It finds this booking, so you do not type the time again.

Good to know

• The contact’s name and number go on the appointment.
• Your booking page, already filled in gives a link with their name and number in it. Press Copy link, or Text the link if texting is on for your account.
• A time marked busy already has something in it. You can still take it.
• No times showing? Set your hours on the Availability screen in the CRM.
• If a connected calendar does not answer, no times are offered rather than offering an hour that could not be checked.
• Appointment length comes from your availability settings.
• Press Conversation in the tabs to go back to the coach and script.