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Adding an Appointment Type to a Pipeline Stage

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Bytimothy A
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Overview: 

To add an appointment type to a pipeline stage, select the stage and assign the desired appointment type. This helps streamline scheduling and ensures the right actions are linked to each stage of your workflow.

Follow these steps to add an appointment type to a pipeline stage:

Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section.
Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section.
Step 2: You will be navigated to the Pipelines.
Step 2: You will be navigated to the Pipelines.
Step 3: Select a pipeline, then click on it to proceed.
Step 3: Scroll elect a pipeline, then click on it to proceed.
Step 4: You will then be navigated to the selected pipeline.
Step 4: You will then be navigated to the selected pipeline.
Step 5: Click on the Pipeline’s three-dot menu to proceed.
Step 5: Click on the Pipeline's three-dot menu to proceed.
Step 6: A pop-up window will appear. Click Add to Pipeline to access the sidebar action menu.

Step 6: A pop-up window will appear where you can click Add to Pipeline to open the sidebar action menu.
Step 7: From the sidebar menu, click Add Appointment Type to proceed.
Step 7: From the sidebar menu, click Add Appointment Type to proceed.
Step 8: A pop-up window will appear where you can select a stage, create a new appointment type, or choose from an existing list. 
Step 8: A pop-up window will appear where you can select a stage, create a new appointment type, or choose from an existing list.
Step 9: After completing the setup, click Done to apply your changes.
Step 9: After completing the setup, click Done to apply your changes.
Step 10: From the same pop-up window, a confirmation message will appear. 
Step 10: From the same pop-up window, a confirmation message will appear.

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