How do I book an appointment via Scheduler using the smart sidebar?

Last updated: March 10, 2026

Booking an appointment through Scheduler is quick and straightforward — here's how to get it done directly from your Drumkit smart sidebar:

  1. Open the Appointments Tab: Navigate to the "Appointments" tab within the sidebar and select "Request Appointments."

  2. Smart Detection: Scheduler automatically parses the email on the left to determine the appropriate scheduling provider for the load.

  3. Verify the Method: If the detected provider isn't correct, click "Request via" to manually select the right provider.

  4. Complete the Form: Answer the dynamic questions that populate — these will vary based on the specific portal being used.

  5. Confirm Your Appointment: Follow the prompts to select a time slot. You will receive a confirmation email once the appointment is secured.

Note: If you run into any issues during the booking process, reach out to us at support@drumkit.ai and our team will get back to you.

See the video below for a visual walkthrough using an OpenDock example