View and manage an appointment
Last updated: November 3, 2026
Open an appointment to review its details, files, and forms, or to choose other actions.
Open an appointment
In Schedule, select the appointment in the calendar or the list.
Appointment tabs
| Tab | What it shows |
|---|---|
| Details | The appointment’s details. |
| Files | Files attached to the appointment. To add one, select Add file. |
| Forms | Forms linked to the appointment. |
Forms belong to a job. If the appointment isn’t linked to a job, the Forms tab offers Link to job.
Appointment options
Open the appointment’s options to choose:
- Edit
- Duplicate
- View ID
- Delete appointment
- Mention in Job notes (appointments linked to a job only)
To change the appointment’s details, see Create and edit an appointment. To start a new appointment from this one, see Duplicate an appointment.