Help guides

Manage appointments

Use Scheduling → Appointments to review bookings and their current status.

Find the booking

Open an appointment from the list to inspect its guest, assigned teammate, date and details. Confirm the displayed timezone before arranging a different time.

Update the outcome

Use the available completion, cancellation or no-show actions when permitted. A cancellation and a payment refund are different operations; do not assume one performs the other.

Use AI helpers

Meeting preparation and follow-up drafts use workspace AI credits and require appropriate scheduling and contact access. Review a draft before sending.

Payment conflicts

A payment can succeed after a slot becomes unavailable. Such a booking needs staff resolution; arrange a new time or a refund rather than double-booking the slot.

Reviewed against the application on September 11, 2026. Available actions depend on your role and workspace configuration.