Creating a One-Off Appointment

Creating a one-off appointment allows you to schedule a single, specific meeting or session outside of regular recurring appointments. This helps manage ad-hoc meetings efficiently and ensures proper tracking and assignment for that specific date and time.

Follow these steps to create a one-off appointment:

Step 1: On your Dashboard, navigate to the Calendar tab under the Calendar section.

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Step 2: You will then be navigated to the Calendar tab.

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Step 3: Click on + Create to proceed.

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Step 4: A pop-up window will appear, allowing you to choose a booking type.

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Step 5: Click on One-Off Appointment to proceed.

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Step 6: The One-Off Meeting window will appear, prompting you to configure the meeting.

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Step 7: Click on Search and Select Contact to find a contact.

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Step 9: Type in at least two letters of the contact’s name.

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