Managing Appointments

The Calendar tab inside the Calendar sidebar section is your central hub for viewing and managing all appointments booked by your AI receptionist, by customers on your booking page, or by you manually.

Viewing your calendar

Open Calendar and make sure the Calendar tab is selected. Your appointments appear in the main calendar area.

Switching views

Use the view toggle at the top to switch between:

  • Month -- shows a full month grid with event indicators on each day
  • Week -- a 7-day view with hourly time slots
  • Day -- a single day broken into hourly rows
  • Click the left arrow to go to the previous month, week, or day (depending on your current view).
  • Click the right arrow to go forward.
  • Click Today to jump back to the current date.

Appointments sidebar

On the right side of the calendar (on desktop), a sidebar lists all appointments for the currently selected date. Each appointment card shows:

  • Title -- the name of the service booked
  • Status -- shown as a color-coded tag (confirmed, scheduled, rescheduled, or cancelled)
  • Participant name and phone number
  • Time and duration
  • Location (if set)
  • Additional information -- any custom fields or notes collected during booking

Click on a date in the calendar to update the sidebar with that day's appointments.

Creating an appointment manually

  1. Click on any date or time slot in the calendar. A creation form opens.
  2. Select a service from the dropdown.
  3. Choose a date and pick from the available time slots.
  4. Optionally select a host if the service has multiple hosts.
  5. Fill in participant details (name, phone, email).
  6. Click Create to save the event.

In Month view, you can also click the + (plus) button on the appointments sidebar to create a new event for the selected date.

Editing an appointment

  1. Click on an event in the calendar or in the appointments sidebar.
  2. The event details modal opens.
  3. Update the fields you need to change (date, time, participant info, etc.).
  4. Click Save to apply your changes.

Only manually created events can be edited and deleted from the dashboard. Events booked by your AI or through the public booking page display their details but are managed differently.

Only manually created calendar events can be edited or deleted from the dashboard. AI-booked appointments (created by the receptionist during calls) are read-only and cannot be modified through the dashboard.

Deleting an appointment

  1. Click on the event to open its details, or find it in the appointments sidebar.
  2. Click the delete icon (trash can).
  3. Confirm the deletion in the popup that appears.

Deleted events are removed permanently.

Appointment statuses

Each appointment has a status tag:

StatusColorMeaning
ConfirmedGreenThe appointment is confirmed and active
ScheduledGreenThe appointment has been booked
RescheduledGoldThe appointment was moved to a new time
CancelledRedThe appointment has been cancelled