To get started, go to "Calendar" on the Main Menu, then click on "Configure".
​

Select a Start Time and End Time for each business day of the week, for example:
​

You can then configure the Average Meeting Duration, Average Wait Time, and Average Lead Days for your appointments.
​

Click and choose from their respective drop-down menus like so:
​

You can also add the holidays for the year.
​

Once you're done, click on "Save Changes".
​

Navigate to the case that you want to set up an appointment for, then click on "View Case".
​

Go to "Book Appointment".
​

On this page, you have the option to either Schedule an Appointment, or Share Your Calendar with your client.
​
​

Scheduling an Appointment
​

If you choose "Schedule Appointment", you will then be taken to the SmartCalendar, where you can view and choose from all your available slots.
​

Once you select a slot you will then be taken to the Appointment Details page, where you can select the Service Type and Assign Someone to conduct the session. You can also enter a message for your client. After that, you can click on "Book Appointment". You're done!
​

You can click on "Preview Email" to see what the message will look like for your client.
​

Once you're satisfied with how everything looks, you can click on "Send". You're done!
​

​