Creating appointments with clients has never been easier!
You can create an appointment directly inside of Follow Up Boss, invite attendees (they don't need to be in Follow Up Boss), and have that event instantly sync with your Google Calendar or Microsoft Office 365 Calendar.
We'll also pull in events from your Google Calendar or Microsoft O365 Calendar to conveniently see your day from inside of Follow Up Boss.
Creating an Appointment in the Lead Profile
Important Things to Note:
- When you create an appointment from inside a contact profile, by default, we will invite that person to the appointment.
- If you're creating a follow up that's just for you, then we suggest creating a task.
Creating a General Event from the Follow Up Boss Calendar
- Follow Up Boss will sync all events from your Google Calendar or Microsoft O365 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 O365 Calendar.
- Follow Up Boss will sync with the calendar that is associated with your connected email.
Making Changes to Appointments & Events
- If you create or edit an appointment in FUB, we sync those changes to the appointment owner's Google Calendar or Microsoft O365 Calendar, and Google or Microsoft will then send updates to all attendees, which ensures everyone's Google or Microsoft Office 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 O365 Calendar, but not to the owner or any other attendees.
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 Office 365 Calendars?
If your Follow Up Boss account is connected to a Google Apps, Gmail or Microsoft Office 365 account, tasks with a date and time in Follow Up Boss will show up in your Google or Microsoft O365 Calendar. We do not currently sync with other calendars except Google or Microsoft Office 365. Here's more on our Google and Microsoft O365 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."
Where can I see my Google or Microsoft Office 365 calendar events in my FUB calendar?
You can view your Google or Microsoft O365 Calendar events in your FUB calendar by selecting the "Google Calendar" or "Office 365 Calendar" event filter and selecting "Me" in the user drop-down menu:
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: