Use appointments to offer a time for a tour or meeting without double booking. Check the assigned employee and time zone.
Why this matters
A bookable time depends on the host's hours, time zone, existing Releventful bookings, and any outside calendars the host chose to check. Test the client-facing slot before offering it.
Before you start
Check the team's time zone, assigned employee, Releventful calendar and any enabled outside-calendar checks before offering a time.
In Releventful
Navigate to Calendar
Click Add, top left
Select Meeting
Enter the Title, Description, Location, Start Date, End Date, Start Time and End Time
For virtual appointments, such as zoom, paste the meeting link in the Location field
Enter the name of the contact, you can select multiple attendees
Click Save
Reopen the calendar entry to check its time zone and linked lead or event. A meeting request will be automatically emailed to the attendees selected on the meeting.
Note: Appointments can also be scheduled directly on the lead by selecting it from the pipeline and clicking Edit Appointment from the Quick Actions dropdown.
A useful decision
After changing or canceling a tour, check the lead and calendar for the resulting status. Tell the client the confirmed time and location; a saved booking alone may not send a separate invitation.
Check the result
Check the appointment in the calendar and tell the client the confirmed time and location.
Important to know
The iCalendar link is a viewing feed. Google or Outlook busy times affect booking only when the host connects and selects calendars under Your appointment calendars and enables the check.
Cancel a Meeting
If you need to cancel the meeting, simply open the meeting by opening the appointment and clicking Cancel Meeting at the bottom right corner of the appointment screen.
Other Appointment Types
To create a calendar entry for a date hold, phone conversation, or any other reason, take the following steps:
Navigate to Calendar
Click Add, top left
Select appropriate appointment type
Enter the relevant information
Click Save