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Appointments

Simple steps to schedule an appointment with a specific day and time

Appointments is included in Professional and Accelerated tiers. Compare plans here

Steps

To schedule an appointment, go to the Actions section on the VDP

  1. Click on the plus icon ➕ and then select Appointment. You can also add Tasks, learn how tasks work by reading this article 
  2. Click the specific date on the Calendar and time inside the clock dropdown
  3. Click Save

All appointments will also be displayed on the Calendar and the Dashboard

Check out our recommended best practices to work with appointments in this guide