View and manage an appointment
Last updated: November 4, 2026
View an appointment’s details and access actions to manage it.
Open an appointment
On the calendar, select the appointment, then select View appointment.
What the details show
- Status
- Planned date and time
- Job (or an option to create one)
- Appointment type
- Customer
- Location
- Assigned users
- Description
- Attachments
- Linked forms
What you can do
From the details, you can:
- Edit the description or planned schedule
- Assign users
- Add files and forms
- Record attendance hours
The actions menu includes:
- Edit
- Mark complete
- Cancel appointment
- Make a copy
- History log
- Delete appointment
- View job notes
- Mention in job notes
- Email customer
Some actions depend on the appointment’s status.