How to Override Calendar Availability
You can schedule an appointment manually when you're not typically available. For example, your average scheduling availability is Monday through Friday, 8 am-4 pm, but you want to make an exception for someone and book an appointment at 5:00 pm on a Thursday for them. Follow the steps below to schedule an appointment outside your default availability manually.
NOTE: in the Teams Calendars, this is only an option if you're an assigned user within the specific calendar.
Step 1: Accessing the Calendar
- Navigate to your Calendar section.
- Choose the calendar this appointment is for, using the dropdown menu.
Step 2: Creating the Appointment.
- Click on “New Appointment” on right corner.
Select the Contact you wish to create the appointment for.
- Fill out the appointment details and click “Save Appointment” to add the appointment to your calendar.
- Your appointment will now appear in your calendar at the date/time you chose.
- You may click into the appointment to edit or delete it anytime.
Use Cases 👍
1. Accommodating Special Requests:
- You have a client or contact who needs an appointment outside your normal working hours. For instance, if your standard availability is Monday-Friday, 8:00 am to 4:00 pm, but a client can only meet at 5:00 pm on a Thursday, you can manually schedule this appointment to meet their needs.
2. Handling Urgent or Last-Minute Appointments:
- Sometimes, urgent situations arise where you need to meet with a client outside your typical availability. Manually scheduling an appointment allows you to quickly add this to your calendar, even if it falls outside your regular hours.
FAQ
Q1: Can I schedule an appointment outside my regular availability?
- Yes, you can manually schedule an appointment at a time outside your default availability. For example, if your normal hours are Monday through Friday from 8:00 a.m. to 4:00 p.m., you can still book an appointment for a specific contact at 5:00 p.m. on a Thursday.
Q2: How do I access the calendar to schedule an appointment?
- Navigate to your Calendar section. Use the dropdown menu to select the calendar you want to schedule the appointment in.