Appointments and Calendar
Where do I create an appointment?
Open the lead, click the Tasks and Appointments tab, then Add Appointment. ▶ Create an Appointment — 0:26
Why isn't the person I want in the assignee list?
You can only assign an appointment to team members already assigned to that lead. ▶ Create an Appointment — 1:10
How many reminders can I set for an appointment?
Up to five, each sent as an email or text. ▶ Create an Appointment — 1:50
Will the assignee be told about the appointment?
Only if you turn on the notification on the final screen. ▶ Create an Appointment — 2:55
Where do I find past appointments?
Click the Past button. New appointments are under Upcoming Appointments. ▶ Create an Appointment — 3:14
How do I stop people booking me outside my working hours?
Open your calendar, click Actions, then Set Availability, and set your time zone and daily time blocks. ▶ Calendar Availability — 0:32
How do I block out days I don't work?
Toggle those days off in your availability settings, and nobody can book you on them. ▶ Calendar Availability — 1:01
Do AI agents respect my availability?
Yes. Anyone booking you, whether a team member or an AI agent, has to work within your time blocks. ▶ Calendar Availability — 1:29
How do I stop being double booked with personal commitments?
Sync your Google or Outlook calendar. Personal appointments then block that time in REsimpli. ▶ Calendar Availability — 1:45
Will my personal appointments be visible in REsimpli?
Yes. Once synced, they appear on your REsimpli calendar, including what each one is for. ▶ Calendar Availability — 2:17
What else does my calendar show?
Your appointments and your tasks, along with their due dates. ▶ Calendar Availability — 0:21