> For the complete documentation index, see [llms.txt](https://software-help-docs.gitbook.io/knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://software-help-docs.gitbook.io/knowledge-base/software-guide/calendar/appointment-booking-process.md). # Appointment Booking Process You can book appointments for any of your Calendars in the Calendar tab! This is a great way to stay organized and easily add appointments to your day. In the left-hand sidebar choose Calendars, and click the “Book Appointment” option in the top right corner. **Step 1:** Choose the contact you’d like to book with. * Find them in your contact list or add a new contact * To add a new contact, you’ll want their name, time zone, phone, and email for a complete profile. However, you only need either phone or email to continue. {% embed url="" %} **Step 2:** Fill out appointment details * Specify the calendar for this appointment in the dropdown menu * Confirm your time zone {% embed url="" %} ***NOTE:*** You can view your contact’s time zone in their contact card displayed in the right column of the window to help with appointment timing. If they do not have a timezone, it can be very helpful to add theirs to our software. If it’s the same as yours, you can simply check the box below to update your contact’s time zone to match yours. * Set the date and time ***NOTE:*** You can create a custom time for a client that’s different from the calendar’s standard slots by clicking “Custom” below the time slot. * Add the appointment title that you and your client will see ***NOTE:*** If you leave this blank, the appointment title you used when you created the calendar will auto-populate once you book the appointment. * You can also include an Appointment Description by clicking on “Show Notes.” * Under Additional Preferences, you can customize the Meeting Location (if it’s different than the location specified in that calendar’s settings) and set the appointment status (confirmed/unconfirmed) {% embed url="" %} **Step 3:** View your appointment summary under Calendars * Toggle between primary, users, group, and unassigned calendars to see a daily, weekly, and monthly outlook with these dropdowns. * See a list view of appointments under the Appointments tab. {% embed url="" %} **Step 4:** Going on vacation? Are kids sick? Block off times you become unavailable—even if it contradicts the availability set in each of your calendars—so that no one can book at these times or on these days * In any view (daily, weekly, monthly), drag across days or times you’ll be away. * When the pop-up appears, hit “Add Blocked Off time” (you can also book appointments this way). * Select the Team Member who this is for. You can do this for yourself and any team member if you are an admin in your account. * Specify the Start and End Times for your time away. * Give it a Title if you’d like for memory and greater transparency. * Add a description for this time away if you need it by clicking on “Show Notes.” {% embed url="" %} {% embed url="" %} ***NOTE:*** If you have integrated your Google/Outlook calendar into your account, you’ll be able to see events and appointments from these on your calendar, as well as respective date/time updates. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://software-help-docs.gitbook.io/knowledge-base/software-guide/calendar/appointment-booking-process.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.