🖱️ 1. How to Book an Appointment
Learn how to navigate the Velocity360 CRM to manually create an appointment for any contact in your database.
📝 2. Detailed Scheduling Steps
Manually scheduling ensures you can accommodate clients who call in or request times outside of automated flows.
The Booking Process
- Locate Contact: Navigate to the "Contacts" tab and search for the specific individual you wish to book for.
- Appointment Menu: Open the contact record and click the "Appointments" tab or the "Schedule" button.
- Select Calendar: Choose the appropriate calendar type (e.g., Discovery Call, Onboarding, Strategy Session).
- Choose Time: Select an available slot. The system will respect your existing buffers and synced external calendars.
- Confirmation: Review the details and click "Book Appointment" to finalize the entry.
⚙️ 3. Managing Existing Bookings
Once an appointment is created manually, you can still edit, reschedule, or cancel it as needed.
Updates & Changes
- Rescheduling: Drag and drop the appointment in the Calendar view to a new time, or use the "Edit" function to select a specific new date.
- Status Tracking: Update the appointment status to "Showed," "No Show," or "Cancelled" to keep your reporting accurate.
- Manual Notifications: If you change a time manually, you can choose whether or not to trigger a fresh confirmation email to the client.
💡 4. Best Practices for Manual Booking
To ensure a smooth experience for both you and your client, keep these tips in mind.
- Check Sync First: Before booking a client manually, ensure your Google/Outlook sync is active so you don't accidentally double-book yourself.
- Add Detailed Notes: Use the "Notes" field during manual booking to record any specific context for that call (e.g., "Client requested this via phone").
- Assign the Right User: If it's a team calendar, ensure you select the correct user who will be hosting the meeting.
Created/Updated Date 01/30/26 User Gemini