Quick Answer
Book and Manage Appointments From the Calendar
Open the Calendar, select Book Appointment, choose an existing contact or add a new one, and then complete the calendar, user, time, location, and appointment details.
Booking Appointments Without Double-Booking or Missing Details
You may need to schedule appointments for contacts, but it is not always clear how to manage availability, time zones, and booking details correctly.
Appointment booking in BizStackPro connects your calendar, contact records, and availability settings into one system.
If details such as time zones, assigned users, or availability are not set correctly, appointments can overlap or be scheduled at the wrong times.
This guide will walk you through booking appointments, managing availability, and blocking off time so your schedule stays accurate.
Before You Begin
Confirm that the calendar you want to use has been created and that the correct user availability and time zone settings are in place.
Appointment Booking at a Glance
Step-by-Step Appointment Booking
Follow these steps to choose a contact, enter the appointment details, and confirm the booking.
Choose or Add a Contact
Select Book Appointment from the Calendar.
Choose an existing contact or select Add New Contact.
Enter the contact’s details, including their name, time zone, phone number, and email address.
Recommended
You can continue with only a phone number or email address, but adding the contact’s complete details creates a more useful contact record.
Fill Out the Appointment Details
- Select the appropriate calendar.
- Assign the appointment to the correct user.
- Set the meeting time zone.
- Choose the appointment date and time.
- Set the meeting location.
- Select the appropriate appointment status.
- Add an appointment title.
- Add an optional description.
- Configure any additional confirmation or meeting preferences.
Use a Custom Appointment Time When Needed
Select the Custom option when you need to book an appointment outside the standard available time slots.
Choose the required time carefully and verify the selected time zone before confirming the appointment.
Review and Confirm the Appointment
Review the contact, assigned user, calendar, date, time, time zone, location, and appointment status.
Confirm the booking once all details are correct.
View and Manage Appointments
Use the Calendar view to find and manage existing appointments. You can filter appointments by date, assigned user, or calendar.
Appointment notes, form submissions, and other booking details are available inside the appointment modal.
Two-way calendar sync is supported, allowing connected external calendars to stay updated with appointments created in BizStackPro.
Check Connected Calendars
Make sure the correct Google or Outlook calendar is connected so external events and BizStackPro appointments remain synchronized.
Block Off Unavailable Time
Add blocked time when you or another team member should not be available for appointment bookings.
Select the Unavailable Time
Drag across the dates or times you want to mark as unavailable in the Calendar view.
Choose Add Blocked Off Time
Select Add Blocked Off Time from the pop-up menu.
Assign the Blocked Time
Assign the blocked period to yourself or the appropriate team member.
Add a Title and Confirm
Add a descriptive title and confirm the blocked period to prevent appointments from being scheduled during that time.
Frequently Asked Questions
How can I book an appointment for a new contact?
Click the Book Appointment option in the Calendar tab, then select Add New Contact. You can proceed with just a phone number or email, but adding full contact details is recommended.
Can I customize appointment times outside of standard slots?
Yes. When selecting the appointment time, choose Custom to set a unique time outside of the standard availability slots.
How do I block off time when I am unavailable?
Drag across the unavailable time in your calendar view, select Add Blocked Off Time, and confirm the details to prevent bookings.
Can I sync my Google or Outlook calendar with BizStackPro?
Yes. When connected, Google and Outlook calendars sync automatically so appointments stay up to date.
Need More Help?
Browse the complete Calendar help category or return to the main Help Center to explore additional BizStackPro guides.
