Appointment Detail
When you click an appointment card on the kanban board or a row in the list view, the appointment detail page opens. This is your single source of truth for everything about a job -- who the customer is, when it is scheduled, who is assigned, and a complete history of every change.
Header
The top of the detail page gives you immediate context:
Appointment type — The service name and icon (e.g., "Roof Inspection"), along with the duration.
Status badge — A color-coded badge showing the current status. Click the badge to see available status transitions (e.g., Approve, Mark Complete, Cancel).
Customer name — Displayed prominently. Click the name to edit customer details.
Contact info — Email, phone number, and service address shown inline. Click email or phone to open your default mail or phone app. Click the address to open it in Google Maps.
Description / Tech Notes — An inline-editable text field where your team can add internal notes about the job. Click the text to edit it directly.
Status action card
Below the header, a prominent status card shows the current stage of the appointment and provides the next logical actions:
Status | What the card shows | Available actions |
|---|---|---|
Requested | "New Request" with lead score and disqualification info (if applicable). | Approve & Schedule, Deny |
Needs Scheduled | "Ready to Schedule" | Send Booking Link, Find Times |
Scheduled | Smart date display (e.g., "Today at 2:00 PM") with duration. | Send Notification (On My Way, Running Late, Reminder), Reschedule, Cancel |
In Progress | "This appointment is currently underway." | Mark Complete |
Completed | "Completed" with time since completion. | — |
Cancelled | "Cancelled" with time since cancellation. | — |
Rejected | "Request Denied" with time since rejection. | — |
Overview tab
The overview tab is the default view and adapts based on the appointment's status.
For pre-schedule statuses (Requested, Needs Scheduled)
Lead evaluation — Lead score (0-100) displayed as a visual ring, along with any disqualification reason.
Form responses — The answers the customer provided on the booking form, shown as a structured list of questions and answers.
For scheduled and later statuses
Three detail cards appear side by side:
Date & Time — The scheduled date, start and end times, and duration.
Assigned Team — Avatars and names of all team members assigned to the appointment.
Location — The service address with a link to get driving directions in Google Maps. If route info is available, drive time and distance from the previous appointment are shown.
Customer notes
If the customer left a message when booking, it appears in a highlighted note card.
Activity feed
At the bottom of the overview tab, the activity feed shows a complete timeline of every change -- status updates, reschedules, assignments, and team comments.
Customer tab
The customer tab shows detailed information about the contact associated with this appointment:
Lead score and disqualification status.
Form responses — All booking question answers.
Schedule tab
The schedule tab provides the scheduling interface where you can:
View available time slots on a calendar (week or month view).
Select a slot to book or reschedule the appointment.
See availability based on team member schedules and service area.
Actions available from the detail page
The detail page header includes several action buttons:
Share booking link — Generate and share a booking link for this appointment.
Send notification — Send an "On My Way," "Running Late," or "Reminder" message to the customer (available for scheduled appointments).
Kebab menu (three dots) — Access all available actions: Approve, Deny, Mark Complete, Reschedule, Cancel, or Delete.
Actions change based on the appointment's current status. Terminal statuses (Completed, Cancelled, Rejected) show read-only information with no further actions.
Editing customer information
Click the customer's name in the header to open the Edit Customer dialog. You can update:
First and last name
Email address
Phone number
Service address
Changes are saved immediately and reflected across the appointment.