Calendar View: Appointment Types

Tip

🔍 Tip: Users with the Owner or Manager role have the ability to create new and edit existing Appointment Types from the +Appointment button on the Calendar (recommended) or by accessing Advanced Setup.

What are Appointment Types?

Appointment Types are used to organize different kinds of appointments or meetings based on their purpose. They help streamline scheduling and ensure that the appropriate resources and time slots are allocated for each type of appointment. For maximum value, make sure you have completed the calendar and email sync.

Your account is pre-configured with the following appointment types:

• Follow-Up
• General
• Initial
• Client Review

Each appointment type serves a specific purpose, helping to efficiently manage time and scheduling.

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Adding New Appointment Types from the Calendar

1. From the left-side main menu, click the Calendar tab

2. Click the +Appointment button on the right hand side > click +Create Appointment Type

3. Complete the New Appointment Type form

   1. Name
   2. Description Optional
   3. Position
   4. Default Duration: This is the default timeframe for the appointment type. For example, if you schedule a meeting without setting a duration in the invite, the default duration (30 minutes, 1 hour, etc.) will automatically populate.
   5. Color To assign a color to this Appointment Type, click the Edit icon and select the desired color.
   6. Manage Custom Fields: Select if you wish to add a custom field for this specific Appointment Type.
   7. Click Save

Appointment Types can also have configured workflows to each Appointment Type to help efficiently manage the appointment scheduling, confirming, and upholding of appointments. To learn more, visit our Workflows collection.

Note

📌 Note: Appointment Details now displays the primary contact information for the contact including Full Name, Primary Phone Number, and Primary Email Address.

• You can still navigate to the contact record by clicking the Full Name of each attendee.
• If you have a VOIP provider, you can use click-to-dial by clicking the Phone Number.
• If you have the Mail app configured, you can send direct emails by clicking the Email Address.

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Edit Existing Appointment Types from the Calendar

1. From the left-side main menu, click the Calendar tab

2. Click the +Appointment button on the right hand side > click the Edit icon next to the Appointment Type you wish to edit.

3. Complete the New Appointment Type form

   1. Name
   2. Description Optional
   3. Position
   4. Default Duration
   5. Color To assign a color to this Appointment Type, > click the Edit icon
   6. Manage Custom Fields select if you wish to add a custom field for this specific Appointment Type.
   7. Click Save

When viewing appointment details, Swivel displays the primary contact information for each attendee including their full name, primary phone number, and primary email address. You can navigate to the contact record by clicking the full name, use click-to-dial by clicking the phone number if you have a VOIP provider, or send a direct email by clicking the email address if you have the Mail app configured.

Tip

🔍 Tip: Users have the ability to add and edit color coding for Appointment Types. This color code shows up on the Events and Appointments Dashboard widget, Calendar view, and on the appointment card in the contact. You can also choose to color calendar events by user instead of appointment type from Calendar settings. To learn more, visit Swivel Calendar Views.