Appointments
View, manage and track bookings — whether created by an AI agent on a call or added another way — with per-resource assignment and a full lifecycle (confirm, complete, no-show, reschedule, cancel).
Where: left nav → Appointments (/appointments).
Table & calendar views
Section titled “Table & calendar views”Switch between Table View and Calendar View. Filter by search (customer name/phone/email/resource), Status (Scheduled / Confirmed / Completed / Cancelled / No Show), Resource, and Date.
- Table View shows customer, date & time, duration, resource and status, with a
⋯menu of actions per row. - Calendar View shows a week grid, appointments color-coded by resource (a legend maps colors to names). Click any block to reschedule.
Manage an appointment
Section titled “Manage an appointment”From the ⋯ menu (actions depend on status):
- View details — full info including any custom fields the agent collected.
- Confirm — for a Scheduled appointment.
- Mark Completed / Mark No Show.
- Reschedule — pick a new date (can’t be in the past) and time.
- Cancel — with an optional reason.
- Times are shown in your business timezone and render the same for everyone — don’t mentally convert them to your local time.
- Reschedule can’t target a past date.
- Completed, Cancelled and No-Show appointments have no further actions.