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Set up staff appointment booking

Let agents request time with the right staff member.

  1. Open Appointments and choose Appointment settings for your booking profile.

  2. Review the staff member, available appointment types, hours, duration and meeting modes. Save the profile.

  3. Review any calendar or meeting connections required by your selected booking options.

  4. Open the booking page and check available times before sharing its link.

  5. Return to Appointments to review upcoming bookings and changes.

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