Book Appointment or Job Booking directly inside a contacts record and pull in the client profile information straight into the calendar booking inside the calendar event.

1. Go into a contacts record and into the Custom Fields section where under the Appointment detail you will now find a button called ‘Book Appointment’.

2. Click on the Book Appointment button

3. A pop up will appear for you to select a date and time.

4. Although the screenshot below is blank when you click inside a contact it will auto populate the contact fields associated to the contact record you are in i.e. phone, email, mobile etc (depending on what contact info you want to pull in).

5. Click create the Create button and the calendar event will be created – as shown below:

Please contact our Help Desk if you would like to find out pricing and to discuss adding this functionality to your CRM account.