Appointments

Appointments live on the Appointments card on your dashboard home page. That card is the list: it filters, it pages, and you change a booking's status from it.

What the card shows#

Each booking shows the customer, the service, the date and time, the assigned staff member, the duration and the current status. It opens on today through the next seven days, in your business's time zone, rather than the whole history.

Narrowing the list#

Three controls sit above the list:

• Search customer, which matches on the customer's name.
• Filter status, a multi-select over Pending, Confirmed, Cancelled, No Show and Completed. Pick more than one.
• Date range, for any window you like rather than the default upcoming view.

When a filter is on, an empty list says so rather than reading as "nothing booked", which matters when you have filtered yourself into a corner.

My List and All#

If you are a provider who can also see other people's work, a My List / All toggle appears in the top right of the card. My List is your own appointments, All is everyone's. The card's subtitle tells you which you are looking at.

If you only ever see your own, you do not have the toggle, and that is the permission rather than a bug.

Statuses#

Change a status from the menu on any row. Cancelling is the one with a side effect: the event is deleted from the connected Google or Outlook calendar as well, so your calendar does not keep showing an appointment nobody is coming to.

The full record#

Open an appointment to see everything the AI collected: the contact's details, the service, the assigned staff member, the answers to your intake questions, and the call the booking came from. From there you can follow the link back to the call to hear the recording or read the transcript.

Calendar sync#

Bookings appear on the connected calendar as they are made, and cancellations remove them. Each staff member connects their own calendar, and until they do, the AI cannot see their existing commitments and may book over them. Connect calendars from the Calendar card on the home page.

Working with it day to day#

• Check the card each morning, filtered to today, so you know what is coming.
• Mark no-shows and completions as they happen. The AI does not know what happened in the room, and a stale Pending tells you nothing a week later.
• If a slot looks wrong, open the booking and read the transcript. It usually shows exactly what the caller asked for.