Appointments
View and manage all appointments
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How Appointments Work
View, filter, and manage all customer appointments.
1
Appointments Are Created Automatically or Manually
Appointments come in from your Booking Page (leads book themselves) or you can create them manually for leads who call or email you.
2
Filter by Status
Use the filter buttons to view appointments by status:
3
Automatic Reminders Go Out
The system sends confirmation on booking, a 24-hour reminder, and a 2-hour reminder automatically — via email and SMS. Configure these in Automations.
4
Quick Actions on Each Appointment
Click any appointment to mark it completed, reschedule, cancel, or send a follow-up message directly to the lead.