Appointment Lists

This particular section in your CRM allows you to effortlessly view and manage all your appointments, as well as create new ones.

1. Click "Calendars"

Click

2. Click "Appointments"

Click

3. "Name"

This column displays the individual who scheduled the appointment with you or your team.

4. "Status"

This column enables you to adjust the status of your appointments or cancel them. Below are the available actions for your appointments:

  • Confirmed

  • Reschedule

  • Invalid

  • Cancelled

  • Showed

  • No-Show

  • Delete

5. "Title"

6. "Requested time"

The requested date and time for the appointment can be found in this column.

7. "Date Added"

The creation date on your calendar for the appointment is visible in this column.

8. "Calendar"

You can view the calendar that was utilized to schedule the appointment in this column.

9. Filter By Calendar, Teams, or Users

You can view all appointments from all calendars or filter the appointments based on calendars, teams, or users in this section.

10. Filter By Appointment Status

You can sort appointments by their status, such as "Confirmed," "Cancelled," or "New," using this column.

11. Filter By Appointment Date

12. "New Appointment"

Did this answer your question?
😞
😐
😁