When navigating your system's calendar you will note that blocks of different colors can be found inside your daily spread, these will be the Appointments you have on a certain day. As we viewed in the “Calendars Overview” article they allow you to monitor and visualize the daily schedule you or your teammates have coming up.
When viewing appointments from the Calendar spread you can click on the appointment box to open a pop-up window with more details.
How Does It Work?
If you need to change the appointment click on the pencil icon, it will redirect you to the Appointment Details.
The trash can Icon will delete the appointment permanently, removing it from your calendar. Keep in mind this action can't be undone.
Click the X icon to exit out of the appointment's pop-up window.
If the appointment was rescheduled, by you or the client, it will have a reschedule tag disclaiming it. Hovering over this tag will show you the original time and date of the appointment.
The Appointment Owner will show the team member to whom the appointment was assigned.
Underneath the appointment owner, you'll see the contacts included in the appointment, if you have more than one this will be a drop-down menu. Clicking on a contact's name will redirect you to their contact card.
Appointment Details
Appointment location: This will display the selected location including Zoom links.
Calendar: The Calendar in which the appointment was booked.
Source: This will be where the appointment was booked, for example, the calendar link.
Booked By: This will show who booked the appointment, if the contact, a team member, automation, etc.
Click on View Activity Log for a detailed recap of all changes that have occurred with an appointment.
The appointment status can be changed with the drop-down menu, this reflects on the appointment's icon on the calendar when an appointment is unconfirmed it won't be colored in.
All changes that you make to the appointments this way will be automatically saved. And there you have it, you're ready to check and modify appointments directly from the calendar view!