Open the appointment to review the client, time, employee, and event or lead. Update or cancel it with clear client communication.
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 the Calendar
Click Tour Appointment
Enter the Host, Date and Time
Click Save
To cancel an appointment, open the appointment and click Cancel Appointment. You can reopen the Calendar to check the results and confirm the details with the client.
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.