Appointments

Use this topic for manage customer bookings.

Before you start

  • Use the correct company and an active account with permission for this workflow.

Where to go

Workspace → Appointments

Audience

Business owners and booking coordinators.

Permissions

  • Only business owners and authorized booking coordinators may manage this view.

Actions

Confirm appointment
Use Confirm appointment to support manage customer bookings.
Reschedule appointment
Use Reschedule appointment to support manage customer bookings.

Statuses

Pending
The record is currently pending.
Confirmed
The record is currently confirmed.
Completed
The record is currently completed.
Cancelled
The record is currently cancelled.

Workflow

  1. Open Appointments.
  2. Review the record and its current status.
  3. Choose Confirm appointment and confirm the result.

Expected outcome

Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.

Troubleshooting

An appointment conflicts with another booking
Select an available resource and time slot