Appointments

Make time for the people behind your business.

Keep calls, meetings, and showings tied to contacts, with a clear owner, time, location, and outcome.

Appointments essentials

Choose a client, title, appointment type, assigned agent, start and end time, location, and notes.

Review scheduled appointments and past appointments that still need a status update.

Find appointments by contact, appointment text, or location. Filter status and work scope.

See your appointments or the entire workspace when your role permits it.

Keep preparation details, location information, and discussion context with the appointment.

Record appointment outcomes and completion notes, or cancel when plans change.

Open the client directly, keep appointment activity on their timeline, and see upcoming appointments in Today.

Choose a client and schedule a time.

Review the appointment in your daily work.

Record its outcome and the next step.