How to Set up Appointment Reminder app in Keap
- George Apostolov
How to Set up Appointment Reminder app in Keap: step-by-step guide
From your Keap dashboard, click your profile icon.
Make sure to use the third-party tools such as 'Google Calendar or Zoom.
Select 'My day' and you will be directed to your 'Appointments'.
Click 'Add appointment type'.
Name your appointment.
Check the box if you want to use your business name instead of your name.
Add and select a location.
Click 'Next'.
Choose your preferred duration.
Add a buffer time.
Set your availability and time.
Once setup is complete, click 'Finish'.
Quick answer: To set up appointments in Keap, access your profile icon from the dashboard, select 'My day', and click 'Add appointment type'. Name the appointment, configure location, duration, buffer time, and availability settings, then click 'Finish' to complete the setup.
About this tutorial
Configure availability, duration, and locations to easily schedule client meetings using the app. This guide shows how to set up Appointment Reminder app in Keap in 12 steps, starting with "From your Keap dashboard, click your profile icon" and finishing with "Once setup is complete, click 'Finish'". The interactive demo above is a click-through copy of the real product interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to set up Appointment Reminder app in Keap?
12 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your data or settings. Once you know the flow, repeat it in your own workspace.
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