Original Question:
Larry Gatz asked us:
“Is there a way to schedule a meeting with a client outside of the ‘normal’ calendar availability? I’m trying to schedule an evening appointment with someone, but it won’t let me through their contact > create appointment.”
Answer:
Yes, you can definitely schedule an appointment outside your normal availability in Agent CRM, but you’ll need to do it directly through the Calendars page rather than from the client’s contact page.
Here’s how you can do it step-by-step:
Step-by-Step Guide
Step 1: Go to Your Calendar
- Navigate to Scheduling > Calendars in Agent CRM.
Step 2: Select the Time Slot
- Click directly on the time slot (even outside your usual hours) when you want to schedule the meeting.
Step 3: Enter Client Information
- In the appointment window that pops up, type the client’s name in the “Name” field.
- As you start typing, their contact information will automatically populate.
Step 4: Save the Appointment
- Confirm the details and click Save.
Your appointment is now set—even outside your standard availability!
Why This Works
- Bypasses Normal Restrictions: Scheduling directly from the calendar allows you to override your usual availability settings.
- Flexible Scheduling: Perfect for accommodating client needs for evening, weekend, or special appointments.
More Resources
To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:
- Quick Win Strategies for Insurance Agents
- 3-Way Calling Made Easy with Agent CRM
- A Winning Marketing Strategy for T65 Leads
Watch and Learn
For more resources to help you thrive, check out our YouTube channel for great videos like this one:
