Appointments

Created by Ezra Weinstein, Modified on Tue, Sep 27, 2022 at 5:47 PM by Hannah Harris

In this section of your CRM, you will be able to view, manage all your appointments and even create new appointments.

NOTE:

Depending on your user permissions, you may not have access all of the components.

Appointment Actions

In this column, you can change the appointments' status or cancel an appointment. Here are all the appointment actions:

Confirmed
Reschedule
Invalid
Cancelled
Showed
No-Show
Delete

Scheduled Appointments List

Name Of The Contact

In this column, you can see exactly who scheduled the appointment with you or your team.

Requested Appointment Time

In this column, you will find the requested appointment date and time.

Date Created

In this column, you will see the date when the appointment was created on your calendar.

Calendar Booked

In this column, you can see which calendar was used to book the appointment.

Appointment Owner

In this column, you can see the owner of the appointment. This is something that sales teams use when dividing new appointments up between a team of multiple sales agents.

Appointment Notes

In this column, you will see any notes that were added with this appointment when it was scheduled, either by the user or by your team.

Filter Appointments Table

If you'd like to see the appointments scheduled for only a specific calendar, user, or team, 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, or filter the appointments by calendars, teams, or users.

Filter By Appointment Status

In this column, you can filter the appointments by different appointment statuses such as "Confirmed, Cancelled, or New".

Filter By Appointment Date

If you want to change the order in which the appointments appear in the table below, you can change them here by selecting either Descending or Ascending order.

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!