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How to assign a contact to the appointment

How to assign a contact to the appointment

P
Written by Partner Training
Updated over a week ago

To add a contact to an available time slot, follow the steps below:

  1. Click on the available time slot you want to assign the contact to.

  2. Start typing the contact’s name.

  3. If the contact already has a profile, select their name when it appears to autofill their information.

  4. If the contact does not have a profile yet, fill out all of the contact fields.

  5. Save the appointment, and a new profile will be created for the contact.

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