Appointments

Create, edit, and manage appointments and events on your calendar.

Appointments

Creating an Appointment

1. Click on a time slot in the calendar, or click + New Appointment
2. Fill in the details:
   • Title — appointment name
   • Date & Time — start and end time
   • Contact — associate with a contact (optional)
   • Description — notes or meeting details
   • Status — confirmed, tentative, cancelled
3. Click Save

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2

Editing an Appointment

1. Click on any appointment in the calendar
2. The event details modal opens
3. Update any field
4. Click Save Changes

Appointment Statuses

Managing Appointments

From the Calendar

• Click any event to view details
• Drag events to reschedule (in week/day views)
• Right-click for quick actions (edit, delete, change status)

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From Agenda / List View

• See all appointments in a sortable list
• Filter by status, date range, or contact
• Bulk actions on selected appointments

Calendar Settings

Click the ⚙️ Settings icon to configure:

• Default view — which view loads when you open Calendar
• Business hours — highlight your working hours
• Time zone — your workspace default timezone
• Week start day — Monday or Sunday