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Open Calendar. Choose month, week, day or list, then filter event types, roles and team members.

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Book an appointment

  1. Choose Phone appointment or New, then the available appointment type.
  2. Select the customer and responsible rep.
  3. Check date, timezone, duration, buffers and location or meeting link.
  4. Review the booking and confirm.
  5. Open the saved event to check preparation and notification status.
Task deadlines appear in Calendar but do not reserve appointment time. Reschedule or cancel through the appointment controls; switching the displayed timezone does not move a booking.

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Keep availability current

Reps use My availability for recurring hours, holidays, busy blocks and incoming calendars. Confirm availability every 28 days. Managers control service areas, booking eligibility and minimum buffers. See Sales availability.

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Check reminders

Where Appointment messages is enabled, consultations queue confirmations and reminders 24 hours and 30 minutes before the appointment. Rescheduling replaces stale reminders; cancellation invalidates them. Consent, preferences and sender readiness still apply. Check the event’s delivery status. Queued or sent messages do not prove delivery.

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Coordinate delivery

Change installation and work-order schedules through their linked records, then verify the Calendar entry. Use Field days → Plan field day to review crew, visits, travel and conflicts before confirming a day.
New phone/video policies default to 45 minutes with a 10-minute buffer; in-person policies default to 60 minutes with 30 minutes. Saved older settings remain until edited. The larger adjacent buffer applies to a shared gap. Known travel can require more time. Manual exceptions cannot override busy appointments, holidays or manager minimums. Offered slots are checked again when booked and do not reserve time.
Use Subscribe to view ArcSolar events in Apple, Google or Outlook. A download is a one-time snapshot. Add an HTTPS or webcal feed under My availability → Incoming calendars to import read-only External busy time. Feeds refresh every five minutes, subject to publisher delay. A required feed unvalidated for ten minutes pauses automatic bookings; a failed refresh retains the last successful snapshot. Protect subscription URLs as private links. Subscriptions do not provide two-way job editing.
Authorised managers can prepare a booking, reschedule or cancellation in Booking settings → Scheduling tools, then review and explicitly confirm it. Preparation creates no appointment. AI voice appointment setting has a separate rollout; these controls do not enable autonomous calls.