Manage your appointments

The calendar shows a week at a time. Use the arrows or Today to move around, and All calendars to show just one.

Add an appointment

1. Open Calendar and choose New appointment, or click an empty time.
2. Pick the Contact and Calendar.
3. Set the Date, Start and Minutes.
4. Add Notes if you need to. Only the team sees these.
5. Tick Already confirmed with them if you have. Leave it unticked to keep it on the list of bookings to confirm.
6. Choose Add appointment.

Update an appointment

Click an appointment to open it, then choose what happened:

• Confirm if they've said yes. The colour key shows which bookings are waiting for you to confirm.
• Mark completed once it's done. This can start a review request automation.
• No-show if they didn't turn up.
• Cancel appointment to free up the time. It opens up for booking again.

Your appointments also show on Home, under Today's schedule, with the next one marked.