Schedule appointments
Book, reschedule and cancel appointments inside the CRM.
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- How to add notes to an appointment and mark whether the client showed or no-showedIn Calendars, open the appointment (or use Appointment List View) and, on the Notes tab, click Add Internal Note. The note also appears on the contact, the opportunity and the conversation. In the list, change the Status right on the row: Confirmed, Showed, No Show, Cancelled or Invalid.
- How to book an appointment manually for a clientIn Calendars, click New (or an open slot in Calendar View), choose the calendar and the contact, set the date, time and location, and save. You can also book from Conversations, Contacts or Opportunities.
- How to reschedule or cancel an appointmentIn Calendars, open the Appointment List View, click the appointment's three-dot menu and choose Reschedule, or change its status to Cancelled. To let clients reschedule or cancel on their own, turn those options on in the calendar settings.
- How to use a custom form on bookings and view the answers in the appointmentEdit the calendar under Settings › Calendars › Forms & Payments and pick a form built in Sites › Forms to ask customers extra questions. Then, in Calendars, open the appointment and click the Forms tab to read the answers without leaving the booking.