Appointments
Manage all your scheduled meetings, calls, and client appointments in one place. Track status, link appointments to accounts, contacts, and projects, and filter your schedule by time or type.
Key Features
- At-a-glance stats: See counts for upcoming, confirmed, today's, and cancelled appointments right at the top of the page.
- Searchable list: Search appointments by title, description, location, or notes. Sort by date, type, account, contact, or status.
- Flexible filtering: Filter by appointment type (Consultation, Meeting, Call, Site Visit, Demo, Follow-up), status, or location type (In Person, Phone, Video, Zoom, Google Meet).
- Time filters: Quickly switch between All, Upcoming, and Past appointments.
- CRM linking: Attach appointments to any Account, Contact, or Project for a full activity history.
- Calendar view: Switch to the Calendar to see appointments in a monthly, weekly, or daily layout — including linked project events and project date ranges.
- Online booking: Set your availability so clients can book appointments directly from a public booking page.
How to Use
Create an appointment
- Click New Appointment in the top right.
- Enter a title and select the appointment type.
- Set the start and end date/time. Check All Day Event if no specific time is needed.
- Choose a location type. For video calls (Zoom, Google Meet), paste your meeting link. For in-person, enter the address.
- Optionally link to an Account, Contact, or Project.
- Click Save.
Edit or delete an appointment
- Click the Edit button on any row to update details.
- Click Delete on a row to remove a single appointment.
- Select multiple appointments using the checkboxes, then use Delete Selected to remove them in bulk.
Update appointment status
When editing an appointment, change the Status field to reflect the current state:
- Scheduled — booked but not yet confirmed
- Confirmed — client has confirmed
- Completed — the appointment took place
- Cancelled — cancelled by either party
- No Show — client did not attend
Switch to Calendar view
Click Calendar View to see your appointments laid out on a calendar. The calendar also displays events and timelines from your Projects.
Tips
- Use the Upcoming filter to focus on what's coming next and avoid scrolling through old appointments.
- Link every appointment to a Contact or Account so your full meeting history appears in their CRM record.
- For video meetings, selecting Zoom or Google Meet hides the address field and shows a meeting link field instead.
- Set up your availability rules to enable your public booking page, letting clients schedule time with you directly.