Appointments are confirmed bookings created from scheduling links. Use the appointment list to find upcoming or historical bookings, review invitee information, and make lifecycle changes safely.
Find an appointment
Choose a date window. The default is scheduled appointments in the next 30 days.
Search by appointment, invitee, or email.
Use filters for Status, Client, Scheduling link, or Owner.
Select a column heading to sort the table.
Select an appointment to open its detail panel without losing your list position.
The appointment list separates booked records from the scheduling links that created them.
Review appointment details
The Overview tab shows schedule, status, client, invitee, owner, location, notes, and relevant payment information. Responses shows non-empty answers submitted during booking, including downloadable file answers.
Reschedule, cancel, or delete
Reschedule checks current availability and preserves the appointment duration.
Cancel asks for a reason and may notify the invitee and connected calendars.
Delete permanently removes the record and is intentionally separate from cancellation.
Cancelled appointments keep their cancellation context and cannot be cancelled or rescheduled again.
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