Original Question:

Amy Pulver asked:
“Good morning. I need a little help. I’d like my calendar (link posted below) to have options for where we meet, like My Office, Phone Appointment, etc. Also, I would like the option to make certain days of the week Phone-Only Appointments. Please help! Thank you!”

Answer:

This can be done by setting up a Team Calendar inside Agent CRM. The Team Calendar feature allows you to:

✅ Offer multiple appointment types (Office, Phone, Zoom, etc.)
✅ Restrict specific days to Phone-Only appointments
✅ Customize scheduling based on your availability preferences

How to Set Up a Team Calendar for Multiple Appointment Types

  1. Go to Scheduling > Calendars in Agent CRM
  2. Click “Create Calendar” and select Team Calendar
  3. Set Up Different Appointment Types
    • Create separate calendar options for Office Appointments, Phone Calls, and Zoom Meetings
    • Assign different availability settings for each type
  4. Restrict Appointment Types by Day
    • In the Availability Settings, configure specific days for Phone-Only appointments
  5. Save and Share Your Calendar Link

By using a Team Calendar, your clients can select the type of appointment that works best for them, and you can control what options are available on certain days.

📌 Need a step-by-step guide?
👉 Watch the Team Calendar Setup Tutorial Here

Why This Works Best for You

  • Gives clients flexibility to choose their preferred meeting method
  • Prevents scheduling conflicts by ensuring certain days are Phone-Only
  • Optimizes your availability for different appointment types

If you need further customization, Agent CRM’s advanced settings allow additional restrictions and configurations for scheduling.

More Resources

To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:

Watch and Learn

For additional insights, check out our YouTube channel for helpful tutorials like this one:

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