Inbox & leads
Appointments and calendar
Book visits, switch calendar/list views, and help customers add jobs to their own calendars.
- appointments
- calendar
- jobs
- scheduling
Diary views
Open Appointments. Switch between calendar and list. Filters include Today, This week, Upcoming, Completed, and Needs scheduling.
New appointment
Use New appointment to book a visit: customer, job type, schedule, notes, and pricing fields as your workflow needs.
From an inbox thread you may also jump into related appointment work when a message already exists.
Customer confirmation
Appointment confirmation emails can include ICS download and an Add to Google Calendar link so the customer can save the slot. There is also a public confirm page via a secure token link.
External calendar
Optionally connect Google Calendar from the appointments header when enabled for your account. Even without OAuth, ICS and Google links on confirm emails still help customers.
Completing jobs
On the appointment detail, mark progress (in progress, completed, send invoice, and similar actions). Completing and marking related invoices paid can enrol the customer in the Review Engine sequence when that feature is enabled.