📅 Appointment Calendar
The calendar is your central hub for appointment management. When your AI assistant books an appointment during a customer conversation, it appears here instantly.
Navigate to Bookings & Activity > Appointments to access the appointment calendar.
📊 Dashboard Overview
Monitor your appointments at a glance:
| # | Metric | Description |
|---|---|---|
| 1 | 📈 Total Appointments | All appointments in the selected period |
| 2 | 📆 Today | Appointments scheduled for today |
| 3 | ✅ Confirmed | Appointments confirmed and ready |
| 4 | ⏳ Pending | Appointments awaiting confirmation |
🗂️ Navigation Views
Access appointments through three views:
| # | View | Description |
|---|---|---|
| 1 | 📅 Calendar View | Monthly grid with status indicators |
| 2 | ⏰ Upcoming | Chronological list of future appointments |
| 3 | 📋 All Appointments | Complete history with filtering and search |
📅 Calendar View Features
| # | Feature | Description |
|---|---|---|
| 1 | 📆 Monthly Grid | All dates visible with appointment indicators |
| 2 | 🔵 Today Highlighting | Current date marked with highlight ring |
| 3 | ◀️ ▶️ Navigation | Arrow buttons to move between months |
| 4 | 👤 Customer Names | Names with color-coded status dots |
Click any date to open a side panel showing all appointments for that day.
🎨 Status Colors
| # | Color | Status | Description |
|---|---|---|---|
| 1 | 🟡 Amber | Pending | Awaiting confirmation |
| 2 | 🟢 Green | Confirmed | Customer notified |
| 3 | 🔵 Blue | Completed | Service delivered |
| 4 | 🔴 Red | Cancelled | Appointment cancelled |
| 5 | ⚪ Gray | No Show | Customer didn't attend |
➕ Add Appointment Manually
Click + Add Appointment for walk-ins or phone bookings.
1️⃣ Customer Tab
| # | Field | Required | Description |
|---|---|---|---|
| 1 | Select Customer | ❌ No | Choose from existing contacts |
| 2 | Customer Name | ✅ Yes | Full name of the customer |
| 3 | Customer Email | ❌ No | For appointment confirmations |
| 4 | Phone Number | ❌ No | For SMS notifications |
2️⃣ Service & Details Tab
| # | Field | Required | Description |
|---|---|---|---|
| 1 | Service | ✅ Yes | Select from configured services |
| 2 | Date | ✅ Yes | Appointment date |
| 3 | Time | ✅ Yes | Appointment start time |
| 4 | Duration | 🔄 Auto | Filled from service settings |
| 5 | Total Price | 🔄 Auto | Filled from service settings |
| 6 | Deposit Paid | ❌ No | Amount already paid |
🔗 Calendar Integration
Sync your appointments with external calendars.
Supported Platforms
| # | Platform | Description |
|---|---|---|
| 1 | 📅 Google Calendar | Sync with Google Calendar and Gmail |
| 2 | 📧 Microsoft Outlook | Integrate with Outlook calendar |
Integration Features
| # | Feature | Description |
|---|---|---|
| 1 | 🔄 Two-Way Sync | Appointments sync in both directions |
| 2 | ⚡ Real-Time Updates | Changes reflect immediately |
| 3 | 🚫 Availability Blocking | External events block booking availability |
| 4 | ⚠️ Conflict Prevention | AI checks availability before booking |
tip
When connected, your AI assistant will automatically check your external calendar for conflicts before scheduling new appointments.
⚡ Quick Actions
| # | Action | Description |
|---|---|---|
| 1 | 🔗 Calendar Integration | Connect external calendars |
| 2 | ➕ Add Appointment | Create new appointment |
info
All appointment data is stored securely and can be exported for reporting.