Create an appointment for anyone in a team

• Appointments can be booked for any user with a connected calendar.
• If you haven't connected a calendar yet, see Getting Started with Appointments.

How to Book an Appointment

1. Select New > Appointment from the lead summary page.
2. Customise the appointment details, or select an appointment type.
   • Note: if an appointment type is selected, the user can't be changed in the next step.
3. Click Next to proceed.
4. Select the user and confirm the date and time for the appointment.
5. A summary of the appointment details will be shown on screen.
6. Click the back button to make changes, or click Save to continue.

• The appointment will then show on the lead summary page and in the connected calendar.