Schedule an Appointment Manually (From the Calendar or From a Conversation)

Beyond appointments that book themselves (public link, AI agent), any agent can add an appointment by hand. There are two ways to do it, depending on where you're starting from.

From Calendar

1. Go to Calendar and click + New appointment.
2. Pick the Calendar and, optionally, the Service (if you don't pick one, a 30-minute duration is used).
3. Pick the Day — the system loads that calendar's real Available times for that date.
4. Tap the time you want and, if you'd like, type a Title to identify the appointment.
5. Click Schedule.

This path doesn't ask you to link a contact — it's handy for blocking time, internal meetings, or appointments you'll tie to a contact later.

From a conversation

1. Open the customer's conversation and open the tools menu (the icon next to the chat).
2. Select Book appointment.
3. Fill in Calendar, Service, Day, and the open slot the customer confirmed.
4. Confirm — the appointment is created with the contact and conversation already linked, and the title is filled in automatically ("Appointment with [contact name]").

Example

An agent is chatting with a customer over WhatsApp. She asks for a slot on Thursday at 3:00 PM. The agent opens Book appointment right from that same conversation, picks the open 3:00 PM slot, and confirms — the appointment lands in the Agenda, linked to that chat and contact.

Tips

• Prefer booking from the conversation when the appointment is for that contact — it saves you from looking them up afterward, and everything stays traceable in their history.
• If two people try to grab the same slot at almost the same time, only the first one gets it; the second one is told the slot is already taken.

Troubleshooting

If no times show up when you pick a day, check that calendar's business hours, its holidays, and — if it's an Agent calendar — the work shift set for that day.