Appointments & Events

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Becca Hancock
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Follow Up Boss provides a seamless experience for scheduling and keeping track of your appointments. With your Google or Microsoft 365 Calendar connected, appointments are synced 2-way for a comprehensive view of your schedule all in one place. Additionally, the ability to invite attendees directly from Follow Up Boss can save time and make the scheduling process more efficient. 

 

How to Create Appointments

Lead Profile 

1. Navigate to the desired Lead Profile 

2. Locate Appointments on the right-hand side

3. Click the blue + icon

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4. Fill out the Appointment Information > Create Appointment 

 

Calendar 

1. Go to Calendar

2. Click the blue + icon in the upper right-hand corner 

3. Fill out the Appointment Information > Create Appointment 

 

How to View & Edit Appointments 

Lead Profile

1. Navigate to the desired Lead Profile 

2. View Appointments on the right-hand side

3. To edit, Click on the appointment and Make Changes

4. Save Appointment 

 

Calendar 

1. Go to Calendar

2. View appointments by the Day, Week, or Month

3. To edit an appointment, Click on the appointment > Edit Appointment 

4. Make Changes > Save Appointment 

 

How Calendar Syncing Works

  • Follow Up Boss will sync all appointments from your Google Calendar or Microsoft 365 Calendar into FUB, whether they are copies or you are the owner of the event.
  • Follow Up Boss will also sync appointments you create in FUB to your Google or Microsoft 365 Calendar.
  • Follow Up Boss will sync with the calendar that is associated with your connected email.

 

How to Make Changes to Appointments 

  • If you create or edit an appointment in FUB, we sync those changes to the appointment owner's Google Calendar or Microsoft 365 Calendar, and Google or Microsoft will then send updates to all attendees, which ensures everyone's Google or Microsoft Calendar is up-to-date.
  • If you're attempting to make changes to an event you were invited to by someone outside of Follow Up Boss and you are not the owner of the event, any changes you make will be synced back to your Google or Microsoft 365 Calendar, but not to the owner or any other attendees.

 

FAQs

What's the difference between tasks and appointments?
Tasks are best used for follow up actions for an assigned team member. For example, creating a reminder to reach out in one week after your phone call, or assigning a team member to create a CMA.
Can you sync to another calendar besides Google or Microsoft 365 Calendars?

If your Follow Up Boss account is connected to a Google Apps, Gmail, or Microsoft 365 account, tasks with a date and time in Follow Up Boss will show up in your Google or Microsoft 365 Calendar. We do not currently sync with other calendars except Google and Microsoft 365. Here's more on our Google and Microsoft 365 calendar connections.

You don't need direct calendar syncing to use appointments! Your tasks and appointments will be located in your Follow Up Boss calendar, both on the desktop and mobile. 

Can others see appointments that sync into Follow Up Boss from my connected calendar?

Not by default. You can enable or disable this under My Settings. 

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Where can I see my Google or Microsoft 365 calendar appointments in my FUB calendar?

You can view your Google or Microsoft 365 Calendar appointments in your FUB calendar by selecting the Appointments filter and selecting Me in the calendar view in the upper right-hand corner.

 

How can I add different appointment types and outcomes?

Account owners are able to add additional appointment types and outcomes by navigating to Admin > Appointments. 

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