Manage an Appointment
Appointments shows scheduled bookings and their current status. Open one for the contact, time, meeting details, and actions available.
Where to find it: Admin → Pipeline → Appointments
What to do
- Open the appointment and verify the attendee, timezone, and meeting method.
- Confirm, complete, cancel, or update it using the actions shown.
- Notify the attendee when a material detail changes.
- Add a CRM note or task for the outcome and next step.
Good to know
- Changing the CRM note does not change the calendar event.
- Check the connected calendar if an external edit is not reflected where expected.
Was this article helpful?
Related Articles
Launch-Day Website Test
A short final check before sending traffic to a new domain.
Domains & Launch
Schedule, Cancel, or Reschedule an Email
Manage upcoming sends before they enter delivery.
Email Marketing
Calendar Setup Overview
Connect calendars, set availability, and publish booking options.
Calendar & Appointments