When a meeting is scheduled with you they will reflect on the CRM calendar, one way you can easily monitor them is by accessing the Appointments tab inside the Calendars section. Here you will see a list of all the appointments booked through the CRM, whether a customer or a team member books them. You can change the status of appointments and create new bookings in this section.
Warning: Depending on your user permissions, you may not have access to all components.
Appointment Overview
Name Of The Contact
In this column, you can see the name of the contact who scheduled the appointment with you or your team. When you click on the contact's Name or Icon, it directs you to the contact's details, where you can edit more actions.
Appointment Status
You can change the status of an appointment by clicking on the drop-down to the left of the corresponding appointment you’d like to update in the Actions column to the far left. With this column, you can adjust and manage your upcoming appointments. Select from one of seven possible appointment statuses, including:
Confirmed: If the contact confirmed the booking.
Showed: If the contact shows up for the appointment.
No-Show: If the contact did not show up for the appointment.
Canceled: If the contact requests that the appointment be canceled.
Invalid: If the information about the contact or the appointment is incorrect and can't be rectified.
Appointment Title
This column displays the appointment's Title, you can modify this inside the appointment details or in the calendar settings to modify the auto-assigned title.
Requested Appointment Time
This column displays the exact date and time the appointment is scheduled for. In this section, you can also see if a contact requested to reschedule the appointment's date.
Date Added
The "Date Added" column shows the exact date and time when the appointment was created, whether by a team member or the customer.
Calendar
In the Calendar column to the right, you will see which calendar the appointment was booked on.
Appointment Owner
This tab shows who the appointment belongs to, meaning the specific team member to whom the appointment was assigned.
More Action
View Details: Click here to view the details of the appointment.
View Consent: Click here to view the agreed consent and the IP address where it was filled.
View Notes: If notes were added when booking an appointment, you can view them here. This section will be unavailable if no notes are added during the appointment booking process.
Edit: This button allows you to modify the appointment details.
Reschedule: Similarly to the Edit button this will open a pop-up window to modify the appointment.
Delete: This permanent action will erase any appointment records inside the system.
Appointments Table Organization
If you'd like to see the appointments scheduled for a specific type, you can filter by selecting them in this drop-down tab.
Filter By Calendar, Teams, or Users
Here you can either show all appointments from every calendar in your CRM or filter the appointments by calendars, teams, or users.
Filter By Appointment Status
You can filter appointments based on their status by clicking the All button. A drop-down will appear with the available options, you'll only see the appointments with the selected status applied to them.
Arrange By Date
If you'd like to rearrange the appointments according to your preferences, select either Descending or Ascending order by clicking the Date Added button on the top right of the page.
