Appointments
Review bookings and manage scheduled meetings.
Appointments are the scheduled meetings created from public booking pages or internal scheduling flows.
Use appointments as the meeting record. Calendar events are useful, but the appointment can include booking questions, payment details, source page, and related scheduling context.
Appointment List
Use the appointment list to review upcoming, past, and active bookings. Filter by status, date, host, or event type when the list is busy.
The table includes:
- Invitee name and email.
- Event type.
- Appointment date.
- Time range.
- Status.
- Row actions.
Available statuses include scheduled, confirmed, canceled, completed, and no show. Use status filters when reviewing only upcoming bookings, canceled appointments, or missed meetings.
Appointment Detail
Open an appointment to review customer details, event type, time, location, payment status when relevant, and any calendar or meeting information.
The appointment record can include invitee phone, timezone, location type, location details, notes, payment amount, payment currency, payment status, host, event type, and booking page. Check these fields before contacting the invitee or changing the booking.
If the appointment came from a form or booking page with questions, review the answers before the meeting. Those answers often explain what the invitee expects from the call.
Rescheduling
When rescheduling is available, confirm the new time with the attendee and check connected calendars after the change.
Before rescheduling, review timezone, payment status, host availability, and any meeting link. If the appointment came from a paid event type, confirm whether payment should remain attached to the new time.
Cancel an Appointment
Use the row actions menu to cancel scheduled or confirmed appointments. Before canceling:
- Confirm the attendee and event type.
- Check the appointment time and timezone.
- Review whether payment was collected.
- Add or record the cancellation reason when the flow asks for it.
- Confirm connected calendars reflect the cancellation.
Canceled appointments remain useful for reporting and support history. Do not delete or hide them from reports unless your workspace has a separate cleanup process.
Import and Export
If your workspace exposes the appointment import button, use it for migrating bookings from another scheduler. Keep imported rows realistic and review event type names before import so filtering remains useful.
If export is available, use it for operational review or reporting. Exported appointment data can include customer contact details, so handle the file like customer data.
Appointment Cleanup
After meetings, update status to completed or no-show according to your process. Old scheduled appointments make calendars, reports, and follow-up workflows less trustworthy.
No-Show Handling
When someone does not attend, mark the appointment according to your process and add follow-up context where the team will use it. For sales calls, update the deal or contact. For paid appointments, check whether refund, reschedule, or credit rules apply.
Daily Review Workflow
- Filter to scheduled and confirmed appointments.
- Check today and tomorrow.
- Review location and meeting details.
- Confirm paid events have the expected payment status.
- Cancel or reschedule problem bookings before the attendee is waiting.
- Mark completed or no-show according to your team process when the meeting is finished.
Appointment Source Review
Check whether an appointment was created manually, through a booking page, through an import, or by a recurring process. The source determines where to fix problems such as wrong questions, wrong host, missing payment, or duplicate calendar events.
If many appointments have the same issue, fix the booking page, event type, calendar connection, or import file before editing individual records.