The Appointments page shows all of your scheduled and historic appointments for all your services (including intro calls) along with the appointment status (eg. Pending, Confirmed, Rescheduled, Cancelled, No Show).
We use a Calendar view by default (with Day / Week / Month options), but you can switch to a List view using the toggle.
You can filter by service type (all appointments, sessions, intro calls) and by status.
To book an appointment yourself, click + New Appointment (or click a date on the calendar). See Scheduling Appointments.
Clicking an appointment opens its details, where you'll find options to Confirm, Reschedule, Amend, Cancel and mark as a No Show, as appropriate. Amending lets you change the date and time directly in Saltroad, once you've agreed it with the customer, and you can add a reason, which is included in the email to them.
