Manually Booking Calendar Appointments

Need to S****chedule Calendar Appointments for someone else- leads, clients, or team members? Here’s how to manually book appointments across Patient Copilot. * * * ## Key Benefits of Manually Booking Appointments Manual booking gives you the flexibility to schedule appointments directly from within the platform without needing the customer to take action. This is especially useful in high-touch workflows, urgent situations, or internal coordination. Here’s how it helps: - Schedule appointments on behalf of leads or customers when they can’t or don’t take action themselves. - Book appointments while on a call to secure a slot instantly - Respond to SMS or email confirmations by locking in an appointment from your end - Book internal meetings with team members directly within the system - Create test appointments to QA workflows, reminders, or calendar logic - Choose specific dates, times, and calendars when precision matters - Work across multiple time zones with automatic timezone detection - Add recurring events and block off time to manage availability effectively * * * ## Different Ways to Access the “Book Appointment” Feature You can book an appointment from multiple places in Patient Copilot, including Conversations, Contacts, Calendars, and Opportunities. Choose the entry point that matches your workflow. IMPORTANT: These entry points all let you book appointments, but the UI may differ depending on where you start. For example, **Opportunities** opens booking inside the **Edit Opportunity** experience using the appointment modal. ### 1. From the Conversations Tab If you’re messaging a contact and want to book an appointment on the spot, Conversations is the fastest path. Go to Conversations → Select Contact → Calendar Icon in the sidebar. Now you will have the button “Book Appointment” !(https://assets.patientcopilot.ai/a8c77e5f5ecaee1b.png) ### 2. From the Contacts Tab You can also book appointments directly from the contact’s profile. Navigate to Contacts → Open a Contact → Click the Appointments tab in the right section of the contact → +Add!(https://assets.patientcopilot.ai/7d187d523422224a.png) ### 3. From the Calendar Tab Want to schedule visually? Click directly on a calendar slot in the Calendar view. Go to Calendars → Calendar View → Either click on “New” or click on a Specific time slot to book an appointment directly.!(https://assets.patientcopilot.ai/92f10cdee3177b80.gif) ### 4. From Opportunities You can book or update an appointment directly from an opportunity. 1. Go to Opportunities and open the opportunity you want to update. 2. Open the Book/Update Appointment section. 3. Click + New Appointment, then choose Meetings, Services, or Rentals. 4. Complete the appointment details in the appointment modal, then save.!(https://assets.patientcopilot.ai/92d794d71f8a1984.gif) * * * ## Booking the Appointment (After Accessing the Modal) Once you’ve accessed the Book Appointment modal using any of the four available methods, the booking steps are the same. This section walks you through choosing a calendar, selecting a contact, adding details, and finalizing the appointment. ### Step 1: Select the Calendar & Contact Select which calendar you want the appointment to be created in and the contact it should be assigned to.!(https://assets.patientcopilot.ai/8431abc874cc41c9.png) ### Step 2: Add Appointment Details In this step, you’ll enter the key information that defines your appointment — including title, time, location, and recurrence options. Patient Copilot helps streamline this by automatically detecting time zones and providing flexible input options for custom bookings. - Appointment Title: Add a relevant subject (e.g., “Consultation with Sarah”). You could also add a description of the title below. - Date & Time: Choose a start and end time. The system will display the user’s time zone but can be toggled with custom Date and Time. - Custom: 1. You’ll be prompted to manually enter a custom meeting link (e.g., Zoom, Teams, physical address). 2. You can select a custom start and end time. 3. You’ll also have the option to make the appointment recurring with your preferred cadence and duration. - Meeting Location: Choose a default, custom, or integrated video meeting option. If you chose custom, then you would need to provide the custom meeting link.!(https://assets.patientcopilot.ai/ed974cf4bc4e054e.png) * * * ### Step 3: Block Off Time (Optional) The Blocked Off Time tab allows you to prevent new appointments from being booked during specific time periods, which is perfect for breaks, personal time, team training, or vacation days. When using this feature, you can choose to block time for a S****pecific user or an entire calendar and also specify Start Time and End Time. !(https://assets.patientcopilot.ai/ee2666f3ac7e2be6.png) IMPORTANT: Use Blocked Off Time option to remove availability for specific dates and times. Existing appointments will not be deleted, blocked times only affect new booking availability. Pro Tips: 1. You can schedule for any team member as long as their calendar is available to you. 2. Time zone handling is automatic and visible in the modal. 3. Use recurring appointments for ongoing sessions or check-ins. 4. Use the “Blocked off time” tab to keep your availability clean and organized * * * ## Frequently Asked Questions Q: Can I book an appointment for another team member? Yes, just choose their calendar from the dropdown in the modal. Q: What if I don’t see the appointment on the calendar? Make sure you select the correct calendar and contact. Also, check if filters are applied in the calendar view. Q: Can I block time without removing existing appointments? Yes, blocked-off time prevents new bookings but leaves existing ones intact. Q: Will the time auto-adjust to the contact’s timezone? Yes, Patient Copilot shows appointment slots based on the contact’s time zone by default. * * * ## Related Articles - How to Set Up a Calendar in Patient Copilot - Round Robin Appointment Distribution Logic - Managing Team Member Assignment in Calendars