Book and manage appointments

Add an appointment yourself, then confirm, reschedule, cancel or mark it completed or no-show.

Updated Oct 28, 2026calendarsappointments

Customers can book themselves through your booking link, but you can also add appointments yourself, for example when someone calls.

Book an appointment

Click Calendars in the left menu.
Click New Appointment.
Enter a Title, such as "Estimate for Jane".
Under invitees, search for the contact, or type an email address to add someone new.
Choose the Calendar, Date, Start Time and End Time.
Optional: set a Location, such as Google Meet, Zoom, Phone Call, In Person or Custom, and add Notes.
For repeat appointments, turn on Recurring and choose the Frequency and when it Ends.
Click Create (or Create Series for recurring appointments).

[Screenshot: New Appointment form with Title, invitees, Calendar and Date]

Click the appointment on the calendar to open it. Depending on its status, you will see:

Button	What it does
Approve	Confirms an appointment that is waiting for approval
Unconfirm	Moves a confirmed appointment back to scheduled
Reschedule	Moves it to a new time
Cancel	Cancels it
Completed	Marks a past appointment as done
No-Show	Marks a past appointment as missed

Switch between Day, Week and Month. You can also switch between the calendar view, a list view and a team view.

Reminders and confirmations are set per calendar on the Notifications tab.
Use the Appointment No-Show workflow trigger to follow up automatically with people who miss an appointment.

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