Appointments and Scheduling

Schedule site visits, estimates, and service calls from Appointments, and keep them linked to jobs when you can.

Schedule an appointment

1. In the sidebar, open Appointments.
2. Click Create Appointment.
3. Set Date & time (required). Optional: End Time and All Day.
4. Optional: link a Job, Contact, Property, and Owner, plus Notes.
5. Click Schedule Appointment to save. Later edits use Update Appointment.

If you link a Job, expect a Property on the appointment — you can add a property from the form when needed.

Switch views with Table, Board, or Calendar. Calendar is a week view with Today and previous/next week controls.

Statuses display as Scheduled, In Progress, Completed, Cancelled, and No Show.

When Google Calendar is connected, appointments can show a Synced to Google pill. Use the sync control on Appointments; reconnect messaging points to Settings — see Connecting Google Calendar.

What happens next

1. Connecting Google Calendar
2. Creating and managing jobs
3. Managing contacts

Good to know

• There is no Name or Label field on the appointment form.
• List CTA is Create Appointment; saving uses Schedule Appointment.
• Views are Table, Board, and week Calendar — not a Day/Week toggle.