While clients will typically book their own appointments through your public-facing widgets, your team will often need to manually schedule, reschedule, or cancel appointments directly from the CRM dashboard.
1. Manual Booking
To manually book an appointment for a client, navigate to the Calendars tab and click Book Appointment. You can also book directly from a contact's profile card or from within the Conversations inbox. Select the desired calendar, choose the time slot, and the system will automatically trigger any associated confirmation workflows.
2. Managing Existing Appointments
From the main calendar view, you can click on any existing appointment block to view the details, update the status (e.g., Showed, No-Show, Cancelled), or reschedule the meeting. Changing the status here will instantly reflect in your reporting metrics.
Pro-Tip: If a client calls to reschedule, simply drag and drop their appointment block to a new time slot on the calendar view. The system will automatically prompt you to send them an updated confirmation message.