How do I book an appointment for a contact myself?

You can book an appointment on someone's behalf from almost anywhere in ASNSpark! CRM. This is handy when a family calls to set up an in-home assessment, or when a hospital case manager asks you to lock in a care consultation while you are on the phone.

Where to start a booking

• From Conversations: open the conversation, click the calendar icon in the right sidebar, then click Book Appointment.
• From Contacts: open the contact, go to the Appointments tab on the right side and click + Add.
• From Calendars: in Calendar View, click New or click directly on an open time slot.
• From Opportunities: open the opportunity, go to the Book/Update Appointment section and click + New Appointment.
• From Appointment List View: click New Appointment.

The screen looks slightly different depending on where you start, but the booking steps are the same.

Book the appointment

1. Choose the calendar the appointment belongs on.
2. Choose the contact. You can pick an existing contact or create a new one.
3. Add an Appointment Title, such as "In-home assessment with the Smith family". Add a short description if helpful.
4. Pick the date and time. Your time zone is shown on screen so you can double-check it.
5. Choose how you will meet: the calendar's default, a connected video option, or a custom option where you type in a meeting link or an address.
6. Save the appointment.

Custom times and recurring appointments

Switch the date and time to Custom to enter any start and end time, even outside the calendar's normal open slots. From there you can also make the appointment recurring and choose how often it repeats and for how long. This works well for regular check-in calls with a referral partner.

Tips

• You can book on any teammate's calendar that you have access to. Just choose their calendar in the first step.
• Booking while you are still on the phone with a family secures the slot before someone else takes it.
• Create a test booking on yourself to check that your reminders and confirmations look right.

Common questions

• I booked it, but I do not see it on the calendar. Check that you chose the right calendar and contact, then check whether filters are hiding it in Calendar View.
• Does the time adjust to the contact's time zone? Yes. By default, slots are shown based on the contact's time zone, and the time zone in use is displayed while you book.

Have a question about your own account? Submit a ticket and our team will follow up.