Before you start
Ideally, connect your calendar first, see .
1. Open the calendar
Open Calendar. You see the week of the selected advisor. Click Today to jump to the current week.
2. Add an entry
Click Add entry to add an appointment or blocked time yourself. If the entry is set to Booked, as it is by default, your agent books nothing during that time. If you set it to Free, your agent can still book appointments there.
Tip
Appointments that are not confirmed yet are hatched in the calendar.
3. See other advisors' appointments
Choose another advisor in the advisor selection at the top to see their calendar.
Frequently asked questions
Your calendar is not connected yet, see .
Under Interact › Results or on the dashboard under Appointments & callbacks.