This article covers how to book an appointment on behalf of a contact in Keap™, including how to search for or add a contact, select an appointment type, and confirm the booking. This article does not cover how to create appointment types or configure appointment settings. For help with appointment types, see how to create and manage appointment types in Keap.

Why Booking Appointments Directly in Keap Keeps Everything Connected

Booking an appointment directly in Keap links the appointment to the contact record automatically — no manual data entry or copy-pasting between a separate calendar tool and the CRM. When an appointment is booked in Keap, the contact record is updated, the appointment appears on the calendar, and any connected follow-up automations can trigger based on the booking. This keeps the full history of client interactions in one place.

How to Book an Appointment in Keap

1. Select the Book Now button above the daily schedule or next to the desired appointment type.

   

   The screenshot above shows the Keap appointments calendar with the Book Now button visible above the daily schedule and next to each appointment type. Selecting Book Now opens the contact search panel where the contact for the appointment is identified.

2. Search for an existing contact or add a new contact to associate with the appointment.

   

   The screenshot above shows the Keap appointment booking panel with the contact search field. Enter the contact name or email address to find an existing contact, or select the option to add a new contact if the person is not yet in the CRM.

3. Select the appointment type for the booking.

   

   The screenshot above shows the Keap appointment booking panel with the appointment type selection list. Select the appointment type that matches the purpose of the booking. The available appointment types are determined by the appointment types configured in the account.

4. Select Continue and Select Time.

   

   The screenshot above shows the Continue and Select Time button in the Keap appointment booking panel. Selecting this button advances to the date and time selection step.

5. Select the date and time for the appointment from the calendar.

   

   The screenshot above shows the Keap appointment booking calendar with available dates and time slots. Select the desired date to view available times for that day, then select the time slot to book.

6. Select Confirm to complete the booking.

   

   The screenshot above shows the Keap appointment booking confirmation screen with the appointment details displayed and the Confirm button visible. Selecting Confirm finalizes the booking and saves the appointment to the calendar and the contact record.

7. After the appointment is confirmed, choose from the following options in the success window:

   • View your appointments — Opens the appointments calendar view.

   • View the contact — Opens the contact record for the person the appointment was booked with.

   • Close — Closes the success window and returns to the previous screen.

   

   The screenshot above shows the Keap appointment booking success window. The three post-booking options are displayed — View Your Appointments opens the calendar, View the Contact opens the booked contact's record, and Close dismisses the window.

Frequently Asked Questions

What does this article cover?

This article covers how to book an appointment on behalf of a contact in Keap, including how to search for or add a contact, select an appointment type, and confirm the booking. This article does not cover how to create appointment types or configure appointment settings. For help with appointment types, see how to create and manage appointment types in Keap.

Can I add a new contact when booking an appointment?

Yes. During the booking process, the contact search panel allows both searching for an existing contact and adding a new contact. If the person being booked does not yet have a contact record in Keap, select the option to add a new contact and complete the contact details before proceeding with the booking.

Is the appointment linked to the contact record automatically?

Yes. When an appointment is booked in Keap, the appointment is automatically linked to the contact record of the person selected during the booking process. The appointment appears in the contact's activity history and on the Keap appointments calendar.