Appointments Overview in the Calendar Section

Within your CRM, all scheduled appointments can be easily accessed through the Appointments section found under the Calendar tab. This area displays a comprehensive list of all appointments, whether scheduled by clients or team members. Here, you can not only view existing bookings but also update appointment statuses or create new ones as needed. Note: Your access to certain features may depend on the permissions assigned to your user role.

Appointment Details

Contact Name: The contact’s name who set up the appointment is visible in this column. By clicking on their name or icon, you can navigate directly to their contact details for further actions or edits.

Appointment Status: To modify the status of an appointment, use the drop-down menu located in the Actions column to the left of the appointment. This menu allows you to update the status by selecting from various options such as:

• Confirmed: The contact has confirmed the booking.

• Showed: The contact attended the appointment.

• No-Show: The contact did not attend the appointment.

• Canceled: The contact requested to cancel the appointment.

• Invalid: The appointment is marked as invalid, possibly due to incorrect or unrectifiable contact information. Marking a contact as invalid is irreversible.

Appointment Title: This column displays the title assigned to the appointment when it was scheduled.

Requested Appointment Time: In the "Date Requested" column, you can find the date and time when the appointment was originally booked or requested.

Date Added: The "Date Added" column indicates the exact date and time the appointment was created, whether by a team member or a customer.

Calendar Booked: The "Calendar" column identifies which calendar—whether individual or group—the appointment was booked in.

Appointment Owner: This column shows who owns the appointment. For individual calendars, the team member's name is displayed. For group calendars, a name will appear only if the appointment is assigned to a specific team member.

Additional Actions

View Details:
Click to access the appointment’s details.

View Notes:
If notes were added during the booking, they will appear here. Otherwise, this section remains empty until notes are added. You can also add notes here for your team’s reference.

Edit:
Use this option to make changes to the appointment details.

Reschedule:
If the contact requests a change in schedule, you can reschedule the appointment and document the reasons in the 'Appointment Description.'

Delete:
Deleting an appointment is irreversible, so be sure before proceeding.

Filtering Options

Filter by Calendar, Teams, or Users: Use the drop-down menu to filter appointments by specific calendars, teams, or users, or view all appointments across the CRM.

Filter by Appointment Status: You can sort appointments by their status using the "All Appointments" drop-down. Filter options include Confirmed, Canceled, New, No Showed, or Showed.

Filter by Appointment Date: To rearrange appointments according to date, click on the "Date Added" button to sort in either ascending or descending order.