Appointment hours

Overview

Appointment hours define when customers can book appointments with you. You configure them using week templates and day templates.

Your Office Manager can also update your appointment hours on your behalf.

Week templates

Default template

Every Agent has a Default week template. It is blank by default – you need to add hours and offices before customers can book with you.

To configure the Default template:

1. 1
   Go to Account settings > Appointment hours.
2. 2
   Select the Default template.
3. 3
   Click Configure slots.
4. 4
   Click and drag on the weekly grid to create time blocks for each day.
5. 5
   Select the offices where you are available during those times.
6. 6
   Choose whether appointments should be auto-accepted or require manual confirmation.
7. 7
   Click Save.

Additional week templates

You can create additional week templates for recurring schedules (for example, an alternating week pattern):

1. 1
   Go to Account settings > Appointment hours.
2. 2
   Click + New template.
3. 3
   Enter a Name for the template.
4. 4
   Set the Order (determines display position).
5. 5
   Choose a Color (helps distinguish templates on the calendar).
6. 6
   Configure the time slots, offices, and confirmation settings as described above.
7. 7
   Click Save.

Applying week templates to the calendar

To assign a week template to specific weeks:

1. 1
   Go to Account settings > Appointment hours.
2. 2
   Navigate to the calendar view.
3. 3
   Click and drag across the dates you want to assign.
4. 4
   Select the template to apply.

You can assign templates up to 11 months ahead.

Day templates

Day templates are used for exceptions to your regular weekly schedule, such as a half-day or a training day.

Default “Unavailable” template

A built-in Unavailable day template is provided by default. Apply it to any day when you are not available for appointments.

Creating day templates

1. 1
   Go to Account settings > Appointment hours.
2. 2
   Under Day templates, click + New template.
3. 3
   Enter a Name for the template.
4. 4
   Configure the time slots, offices, and confirmation settings.
5. 5
   Click Save.

Applying day templates

1. 1
   Navigate to the calendar view in your appointment hours settings.
2. 2
   Select the specific day you want to override.
3. 3
   Assign the day template.

Day templates override the week template for that specific day.

Overriding planning rules

By default, your appointment hours follow the planning rules set by your Office Manager. You can override these for specific time blocks:

1. 1
   When configuring a time slot, click Show advanced options.

2. 2
   Enable Override default planning rules.

3. 3
   Enable the subjects you want to offer during that time.
4. 4
   Select the meeting types available for those subjects.

5. 5
   Click Save.

Overriding planning rules lets you offer different subjects or meeting types outside of the standard office configuration.