Carlos Martinez Asked:
“I am trying to manually set an appointment with a contact for tomorrow, Saturday, but my calendar shows Saturdays not available. Where can I change that? Thanks in advance.”
The Answer:
You’ll need to update your calendar’s availability settings to enable Saturday appointments. Follow these simple steps to make Saturdays bookable:
Step-by-Step Guide to Update Calendar Availability
- Access Calendar Settings:
- From the left-hand menu in Agent CRM, scroll down and click Settings.
- Select the Calendars tab.
- Edit the Desired Calendar:
- Find the calendar you want to update in the list.
- Click the three dots next to the calendar name and choose Edit.
- Navigate to the Availability Tab:
- Once in the calendar editor, go to the Availability tab.
- Enable Saturdays:
- Under the Office Hours section, click on the last “S” (for Saturday).
- This will enable Saturday as an available day and show the time selector.
- Set Your Saturday Hours:
- Use the time selector to specify the hours you are available for appointments on Saturdays.
- Save and Complete:
- Click Save to apply the changes.
- Finally, click Complete to finish updating the calendar.
Pro Tips
- Review Availability: Double-check other days of the week to ensure your availability aligns with your schedule.
- Test Your Calendar: After making changes, test the booking feature to confirm Saturday appointments are now enabled.
- Custom Office Hours: If your Saturday hours differ from weekdays, ensure they are set to reflect your specific needs.
Learn More
Here are additional resources to help you manage and optimize your Agent CRM calendar:
- Blog Post: How to Block Time Off in Agent CRM
- Blog Post: Calendar & Appointments: Getting the Most from Agent CRM
Bonus Resource: Watch and Learn
For a visual guide to managing your calendar settings, check out these videos:
