How To Create A Dynamic Appointment Scheduler In Excel [Part 1]

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In this week’s training, I will show you how to create Contact & Appointment Scheduler.

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EXCEL COURSES:

EXCEL PRODUCTS:

TIMESTAMPS:
0:00 - Introduction
0:38 - Overview
18:32 - Conditional Formatting
28:02 - Change Event
37:06 - Selection Change Event
43:38 - Add New Sheet
46:47 - Add Summary
1:00:15 - Load Month
1:04:57 - Load Day
1:08:46 - Previous and Next Month

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I help Microsoft Excel enthusiasts turn their passion into profits so they can earn passive income using their skills without having to trade time for money.
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Randy Austin
#exceltraining #appointmentscheduler #schedulerinexcel #excelvba
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Hi, this is amazing. I started using excel professionally 2 years ago. Since then, I have learned an incredible amount in a short time. Now I have started with VBA, right in the start phase. And now I see your video with very good explanations related to your dynamic calendar. I'm already halfway through the job of making my own. And have a lot to learn, but practicing while studying is the best way to learn. Thank you so much for sharing.

rubenpedersen
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THANK YOU SO MUCH. IM VERY GRATEFULLY THAT YOU MADE THIS.. VERY VERY VERY THANK YOU.. I WILL TRY MY BEST TO SUPPORT WHAT YOU.

kingbaze
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How is this video doesn't have million views. So amazing! Thank you very much for this! 🙇

virvin
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Thanks. Can’t wait to try it. Appreciate you explaining the logic and concept rather than only doing a walkthrough of code.

maraduarz
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This is really wonderful work! Thank you for sharing this video and allow us to download your excel spreadsheet for free!

DamiinLazyPiG
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This is you so much for sharing such a great helped me a to see more and more modules from you....

rohitgurung
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I want to tell you that, as a excel novice, I am fascinated by your procedures. And I sit and listen to your instruction and watch what you are doing. But I can only watch and learn. Because I have no earthly idea what you are doing. So, I watch. But that's all right because maybe something good will rub off and stick. Although I never know what that might be. But I am intrigued to watch you work.

reginaldmarselus
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Hello is my first time watching your videos. I loved the the ease of use and the familiarity of inputting the appointments so anyone can understand it and know how to fill it in. I have a specific question can you add an automatic follow up appointment like for a person every 14 days? Let me know thanks!!!!

yara
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Thank you for your amazing excel video..! btw, I can't change any function in your file downloaded.. if I want to add more option 'Conditional Formatting' > #Highlight Cell Rules' > 'Text that contains' filled in colours to apply for each date, how can I apply it? I want to make separate time slot with different colour in the same date. Is it possible..? Please let me know.. Thank you

ChoJisoo
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Hello Randy, thank you very much for this wonderful spreadsheet!! I've been trying hard to figure out a way that will allow me to schedule more than 1 appointment in a particular time slot. Do you think that it's possible? Or should I create another spreadsheet entirely from scratch?

nikoslimnos
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I loved the video i have seen it many times and learned a lot every time I see it!! I have a questions, is it possible to assign specific color to every appointment in the calendar? i have tried many things like conditional formatting but since are multiple rules in one cell they get overlap. Is there a way you can do it using macros? or is there a way to do it in general?

francescaboscaino
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Hi
It is absolutely good session. Anyway I need a clarification on while changing months data entered in a particular month not transferring.
I want to know how this can be made by simple way using formuls. Thanks in advance.

tonykjacob
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Hello Randy,
Thank you very much for the sheet shared. I suppose to add content in N, O column also.Means I have to use 3 column for data entry.
So, can you please tell me, What are the changes to be done in "Target" definition. How can i add these additional column data in Target.vlaue?
Thanks,

flyingmachine
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Thanks for this amazing tutorial. I wanted to know how you got the intervals to look like 1:00 instead of 0.04166. I think you brushed over how you accomplished that format change

shantete
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Well, what else can I say! It's such a useful tool!

ignacio
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Thank you for the answer. I finally figured out how to import the file but mainly to to put everything in the year corresponding to the dates of the appointments. either 2023 or 2024. Now the only thing remaining is a bit of code to build for each year the summary starting at line 40 that will be read and showed in the scheduler. I am getting there slowly...If there is a oneliner to do that it would be appreciated...

pierreseguin
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Perfect Job!!!
I need some help if it is possible and you have time for that.
I want to add a column at the right side of the "m" column with data stored in the "2018" (or else sheet created). So when I call the "Sub AddSummary()" the data from the two columns (M & N) must be stored in the database.
This will help when I call the "Sub LoadDay()" restore these two columns.
I managed to make the "Sub AddSummary()" to work and store the data to "row40" but when I call the "Sub LoadDay()" I lose the data in "N column" because of the in the "Sub LoadDay()" . I can send you the file I created to see if you want to see the code I added.
Thank you in advance for your time.
P.S. The data in these two columns are with comboboxes like the year or days etc. but with differend data.

wdehgnn
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Fantastic. I would like to set up a calendar as a booking form for hiring of school facilities such as hall, pool, conference room and specialist room. Have you a video that would show me how to do this? Something that a staff member can see all facilities and all hire times. Thank you for your help

nesshatchman
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Hey Randy,
Thanks for the super helpful training video! I'm in need of a dynamic appointment scheduler that can be accessed via mobile phone. I tried using the Excel file that you have shared, however, it seems to be incompatible with mobile phone. Do you have any advice on how I can make it work smoothly on my phone? Also, do you have any Google Sheet training? Thanks a lot for your help.
Cheers,

simplyclickme
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@excelforfreelancers thank you, great tutorial. Have a question, what should be done if I have a recurring meeting with David, let's say 6 times in 8 months, on different days, I also need to know how many meetings are left. Thanks!

mkarabukaev