Appointments
Manage bookings on a calendar that your team — and your AI agents — can keep full.
This guide is expanding — overview for now.
What you can do
- Calendar view (month/week/day) and a list view of upcoming and past appointments.
- Create an appointment tied to a lead, with date, time, duration, and type.
- View details including confirmation status and attendees.
- Reschedule or cancel, with automatic notifications to the lead.
Self-service booking
Leads can confirm or reschedule from a public link you (or an AI agent) send them — no login required. Availability hours, slot capacity, and confirmation emails are configured in Settings.