Scheduling

Book Appointments with Prospects

Need to schedule a meeting with a lead? Here's how:

• Choose "Scheduled Appointment" as the event type.
• Select the prospect and pick your date and time.
• That’s it! You’re booked.

Want to make changes later?

Just click on the appointment, then hit "Edit" to update the details.

Need quick access to the prospect’s info?

Click "Prospect" from within the appointment to jump straight to their profile.

RSVP to Office Events

Keep track of team events, workshops, and trainings:

• RSVP events show up in pastel on your calendar.
• Once you RSVP "Yes", they turn into full color, so you know you’re locked in.

To RSVP, just open the event and choose your response. Simple!

Add Personal Calendar Blocks

Want to make sure no one books you during your econ class or gym time?

• Create a new event.
• Set the event type to "Default".
• Now your availability is blocked, and appointments can’t sneak in.

Use this for anything from study sessions to vacation time—it keeps your calendar accurate and your time protected.

Quick Tips

• Use color cues:
  • Pastel = RSVP event waiting on you
  • Full color = You’ve RSVP’d "Yes"
• Personal time is just as important—set your Default events ahead of time.
• Don’t forget: You can always edit or cancel an event by clicking on it.