{"id":743,"date":"2026-10-12T08:39:07","date_gmt":"2026-10-12T13:39:07","guid":{"rendered":"https:\/\/realdialer.com\/help\/dialer-book-appointment\/"},"modified":"2026-10-12T15:08:56","modified_gmt":"2026-10-12T20:08:56","slug":"dialer-book-appointment","status":"publish","type":"rd_doc","link":"https:\/\/realdialer.com\/help\/dialer\/dialer-book-appointment\/","title":{"rendered":"Book an appointment during a call"},"content":{"rendered":"

What it is<\/h2>\n

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.<\/p>\n

Where to find it<\/h2>\n

Dialer > live session > Book appointment, under the person’s name<\/p>\n

\"The
The live call screen: lines on the left, the person and their property in the middle, results and notes on the right.<\/figcaption><\/figure>\n

Steps<\/h2>\n
    \n
  1. During a call, press Book appointment<\/strong> under the person’s name. Picking the Appointment<\/strong> result (key 1) opens it too.<\/li>\n
  2. Click a free time. It shows as Held for you<\/strong> and nobody else can take it while you are on the call.<\/li>\n
  3. Check What is it<\/strong>, add Notes<\/strong> if you like, and press Book it<\/strong>. Press Give the time back<\/strong> to release it.<\/li>\n
  4. When the call ends, save the result as Appointment set<\/strong>. It finds this booking, so you do not type the time again.<\/li>\n<\/ol>\n

    Good to know<\/h2>\n
      \n
    • The contact’s name and number go on the appointment.<\/li>\n
    • Your booking page, already filled in<\/strong> gives a link with their name and number in it. Press Copy link<\/strong>, or Text the link<\/strong> if texting is on for your account.<\/li>\n
    • A time marked busy already has something in it. You can still take it.<\/li>\n
    • No times showing? Set your hours on the Availability screen in the CRM.<\/li>\n
    • If a connected calendar does not answer, no times are offered rather than offering an hour that could not be checked.<\/li>\n
    • Appointment length comes from your availability settings.<\/li>\n
    • Press Conversation<\/strong> in the tabs to go back to the coach and script.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

      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.<\/p>\n","protected":false},"featured_media":1709,"menu_order":0,"template":"","meta":{"_rd_doc_route":"\/dialer","_rd_doc_source_id":"dialer-book-appointment","_rd_doc_checked":"2026-10-12","_rd_doc_meta_description":"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.","footnotes":""},"rd_doc_category":[16],"class_list":["post-743","rd_doc","type-rd_doc","status-publish","has-post-thumbnail","hentry","rd_doc_category-dialer"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/743","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/rd_doc"}],"version-history":[{"count":2,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/743\/revisions"}],"predecessor-version":[{"id":1712,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/743\/revisions\/1712"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media\/1709"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=743"}],"wp:term":[{"taxonomy":"rd_doc_category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc_category?post=743"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}