How to Set up the Appointment Reminder app in Keap

Quick summary

The Keap Appointment Reminder app lets you create and configure appointment types with custom durations, buffer times, availability, and third-party integrations like Google Calendar and Zoom. Follow the steps below to set up your first appointment reminder workflow directly from your Keap dashboard.

Steps

1. From your Keap dashboard, click your profile icon to begin setup.
2. Connect third-party tools such as Google Calendar or Zoom for scheduling integration.
3. Select My Day to navigate to your Appointments section.
4. Click Add appointment type to create a new appointment.
5. Name your appointment to identify it clearly.
6. Check the box if you want to display your business name instead of your personal name.
7. Add and select a location for the appointment.
8. Click Next to proceed to the next configuration step.
9. Choose your preferred appointment duration.
10. Add a buffer time between appointments.
11. Set your availability and preferred time slots.
12. Once setup is complete, click Finish to save your appointment reminder configuration.