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.

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