Create and manage appointments
Available on Professional and Business plans.
Creating an appointment
Click any empty slot on the calendar (or drag across a time range) and fill in:
- Title — what's happening ("Kitchen consult", "Site visit")
- Client — optional; linking one puts the appointment on the client's profile and enables reminder emails to them
- Start and End times
- Notes — details for you and your team
- Status — see below
- Color — pick from six swatches to categorize at a glance
Appointment statuses
| Status | Meaning |
|---|---|
| Scheduled | On the books (the default). These appear on your dashboard and get reminder emails. |
| Completed | It happened. |
| Cancelled | It's off. |
| No-show | The client didn't turn up — useful history when a pattern emerges. |
Update the status by clicking the appointment and editing it. The full status history is visible on the client's Appointments tab.
Editing and deleting
Click an appointment to edit any field, or use the Delete button in the dialog. Moving and resizing can also be done by dragging directly on the calendar.
Where appointments show up
- Dashboard — today's scheduled appointments, plus tomorrow's count
- Client profile → Appointments tab — that client's full history
- Google Calendar — if you've connected it