Review An Appointment Detail Page
Check appointment time, event type, location, invitee details, notes, status, cancellation, and rescheduling.
The appointment detail page shows one scheduled booking. Use it to confirm the event type, date and time, duration, location, invitee details, notes, and status before joining, cancelling, rescheduling, or following up.
Open an appointment from Scheduling > Appointments.
Review Appointment Details
The details card shows:
- event type
- duration
- date and time
- location
- status
- notes, when present
Check the date and time carefully before contacting the invitee. If your team works across time zones, compare the appointment time with the event type and calendar settings.
Check Status
Appointment status tells you what should happen next. A confirmed appointment is still scheduled. A cancelled appointment should not receive normal reminders or meeting follow-up. A completed appointment can be used for post-meeting tasks, notes, or sales follow-up.
If the status does not match what happened, update the appointment workflow or the connected calendar before relying on scheduling reports.
Review Invitee Details
The invitee panel shows name, email, and phone when available. Use it to prepare for the meeting, send manual follow-up, or match the appointment to a CRM contact.
If invitee details are missing, review the event type questions and any attached CRM form so future bookings collect the required information.
Review Notes
Notes can include customer context, questions, or information collected during booking. Read them before the appointment and copy important follow-up into CRM, tasks, tickets, or project records after the meeting.
Do not leave important sales or delivery decisions only in appointment notes. Move the decision to the record that owns the next step.
Cancel Or Reschedule
Use cancellation when the appointment should not happen. Use rescheduling when the same meeting should happen at a new time.
Before cancelling or rescheduling, check whether:
- calendar invites were already sent
- reminders are scheduled
- a paid booking or checkout is involved
- a CRM deal, ticket, task, or project depends on the meeting
- the invitee needs a personal explanation