View Scheduled Appointments
Appointments made by your agent automatically appear in your portal calendar.

Filter & Navigate
- Filter by Month, Week, or Day.
- Use Today, Previous, and Next to move through the calendar.

Manually Add an Appointment
Click the plus (+) icon in the top right corner.

Enter Appointment Details
- Add a Title and Description.
- Specify a Location (Teams, in-office, address, etc.).
- Set the Start Time and End Time.

Set Date & Time
Click the calendar icon to select date and time from the dropdown.

Save your event
Click Save to finalize your event.

Looking to integrate your Google Calendar? We’ve got you covered.