We can set up a 'Book Appointment ' button directly from a contact's record to enable you to make bookings instantly.
1. Go to Contacts section of your CRM account.
2. Open up the contact's record where you will see inside the Custom Field section a button called 'Book Appointment' as shown below:
3. Click on the Book Appointment button
4. A pop up will appear for you to select a date and time:
5. Although the screenshot above is blank when you click inside a contact's record it will auto populate the contact fields associated to the contact record you are in i.e. phone, email, mobile etc (depending on what contact info you want to pull in).
6. You can also pull in job details from additional custom fields inside the contact's record as well if you wish as shown in the example below:
7. Also we can set up drop down menu to choose the calendar name you want this appointment booking to go into.
Set Up Cost: