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Add an appointment for a client

Book an appointment and attach it to a client.


  1. From the Clients page, click Book Appointment.
  2. Pick the client you're booking for. (If you only have one client, this step is skipped.)
  3. Fill in the appointment details — the type, date and time, and a location (an address or a video link).
  4. Save the appointment.

The appointment now shows on the client's Appointments tab and on your Calendar.

To edit or cancel an existing appointment, open the client, go to the Appointments tab, and click the appointment to update or remove it.

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