You may want to schedule an appointment manually in HighLevel, at a time you’re not typically available. For example, maybe your normal scheduling availability is Monday-Friday 8am-4pm, but you want to make an exception for someone and book an appointment at 5:00pm on a Thursday with them. Follow the steps below to manually schedule an appointment outside your default availability in HighLevel. (You may also use this manual appointment booking process for appointment scheduling within your regular availability.)
NOTE: in the Teams Calendars this is only an option if you’re an assigned user within the specific calendar.
Step 1: Accessing the Calendar
- Navigate to your Calendar section in HighLevel.
- Choose the calendar this appointment is for, using the dropdown menu.
Step 2: Creating the Appointment
In the top right corner, locate and click on the ‘New’ button. A window will then appear where you can fill in the required details.
- Fill out the appointment details and click “Save Appointment” to add the appointment to your calendar.
