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
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
- Once your Google-Based or Microsoft 365 Email is connected to Follow Up Boss, a two-way sync between your connected Email address and Follow Up Boss begins.
- Reminders and Invites for appointments created in Follow Up Boss are sent from and sync with your connected email address.
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
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.
Not by default. You can enable or disable this under My Settings.
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.
Account owners are able to add additional appointment types and outcomes by navigating to Admin > Appointments.
Appointments start and end times can be whenever you want! The drop-down menu will offer times on the half hour, but you can click the time field when editing the appointment and then use backspace (to delete the existing time) before typing in any desired time: