🔍 Tip: Users with the Owner or Manager role have the ability to create new and edit exisiting 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 example, 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.
📌 Note: If a user has an integrated calendar account, they may also see appointment types of "Reoccurring Event" on their calendar. This represents a reoccurring meeting scheduled in their integrated account and cannot be edited within Swivel. These events are notated by a reoccurring icon next to the event name.
🔍 Tip: For maximum value, make sure you have completed the calendar and email sync.
Adding New Appointment Types from the Calendar
From the left-side main menu, click the Calendar tab
Click the +Appointment button on the right hand side > click +Create Appointment Type
Complete the New Appointment Type form
Name
Description Optional
Position
Default Duration
Color To assaign a color to this Appointment Type, > click the Edit icon
and select the desired color.Manage Custom Fields select if you wish to add a custom field for this specific Appointment Type.
Click Save
🔍 Tip: 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 Workflowscollection.
🔍Tip: Default Duration is the "go-to" 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.
📌 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.
Edit Existing Appointment Types from the Calendar
From the left-side main menu, click the Calendar tab
Click the +Appointment button on the right hand side > click the Edit icon next to the Appointment Type you wish to edit.
Complete the New Appointment Type form
Name
Description Optional
Position
Default Duration
Color To assign a color to this Appointment Type, > click the Edit icon
Manage Custom Fields select if you wish to add a custom field for this specific Appointment Type.
Click Save
🔍 Tip: Users have the ability to add/edit color coding for Appontment Types.This color code shows up on both the Events + Appointments Dashboard widget, Calendar view, and on the appointment card in the contact.