Managing Appointments

Once appointments are booked, here's how to manage them effectively.

Viewing Appointment Details

• Click on any appointment in your calendar
• A details panel will open showing:
• Contact information
• Date and time
• Appointment type
• Any notes or answers to booking questions
• Status

Editing an Appointment

• Click on the appointment
• Click Edit or the edit icon
• Modify the details:
• Change the time
• Update contact info
• Add notes
• Save your changes

Rescheduling

From the Calendar

• Click on the appointment
• Click Reschedule
• Select a new date and time
• Confirm the change

Drag and Drop (if enabled)

• Click and hold the appointment
• Drag to the new time slot
• Release to reschedule

Notification

The contact typically receives an automatic notification when you reschedule.

Canceling an Appointment

• Click on the appointment
• Click Cancel or Delete
• Choose whether to notify the contact
• Confirm cancellation

Cancellation Reasons

Some setups ask for a reason:

• Client requested
• Schedule conflict
• No-show
• Other

Marking No-Shows

If a contact doesn't show up:

• Open the appointment
• Mark as No-Show
• This helps track attendance patterns

Appointment Statuses

• Confirmed: Appointment is set
• Pending: Awaiting confirmation
• Cancelled: Appointment was cancelled
• No-Show: Contact didn't attend
• Completed: Appointment happened

Best Practices

• Confirm appointments: Send reminders before the meeting
• Reschedule don't cancel: Try to find another time
• Track no-shows: Follow up with contacts who miss appointments
• Keep notes: Record important details from each meeting