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Procedure: change an appointment's status

From the table’s Actions column, every appointment in Scheduled status has three action icons:

  • Complete (✓ check icon): marks the appointment as Completed.
  • No-show (person icon): marks that the customer didn’t show up for the appointment.
  • Cancel (✕ icon, in red): marks the appointment as Cancelled.

Once an appointment moves to Completed, Cancelled or No-show, it no longer has actions available in the table — it stays as a historical record.

Who can see and who can create or modify appointments depends on the role:

RoleView the calendarCreate / modify appointments
AdminEvery appointment in the agencyAny appointment
EditorEvery appointment in the agencyAny appointment
ViewerEvery appointment in the agencyOnly appointments assigned to themselves

Note — A nuance specific to the Calendar

Unlike other screens such as the inbox (manual 16 · Conversations), where the Viewer role is strictly read-only, on the Calendar any role can complete, mark as no-show, cancel or reschedule appointments assigned to themselves — never a colleague’s.