Managing Appointments
Viewing appointments
Go to Dashboard → Appointments to see all your bookings.
Appointments are organized into tabs:
- Upcoming — Future confirmed bookings
- Past — Completed meetings
- Cancelled — Cancelled bookings
Each appointment shows:
- Guest name, email, and phone
- Date, time, and timezone
- Event type and duration
- Location
- Guest notes and custom question answers
- Status: confirmed, cancelled, completed, or no-show
Cancelling an appointment
1Find the appointment in your list.
2Click Cancel.
3Enter a cancellation reason (optional).
4The guest receives a cancellation email automatically.
Calendar sync
Click the Calendar Sync button to connect your Google Calendar. This:
- Shows your existing events as busy slots so contacts only see open times.
- Adds new bookings to your calendar automatically.
Profile-based booking
On Professional+ plans, event types can be linked to a specific card profile. On Business/Enterprise, you can manage bookings across multiple team profiles.