Appointments
The Appointments feature brings your CRM calendar directly into App Connect, giving you a unified view of scheduled meetings and events alongside your communications. You can create, view, update, confirm, and cancel appointments without ever leaving the App Connect interface.
What are Appointments?
Appointments in App Connect are synchronized representations of calendar events stored in your connected CRM. They allow you to:
- View upcoming meetings — see all scheduled events for a contact in one place
- Create new appointments — schedule meetings and have them written back into your CRM calendar
- Update existing appointments — change the time, duration, title, attendees, or description
- Confirm or cancel appointments — change the status of an appointment directly from the dialer
- Sync attendees — associate contacts from your CRM as attendees on an appointment
Supported CRMs
Appointments are currently available for the following CRM integrations:
| CRM | List | Create | Update | Confirm | Cancel |
|---|---|---|---|---|---|
| Bullhorn |  |
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| Clio | |
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| NetSuite | |
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How to enable Appointments
The Appointments tab is hidden by default. You must manually enable it from the tab customization settings. Once enabled, an Event tab appears in the App Connect navigation bar, giving you direct access to your appointments.
App Connect 2.0 required
Appointments is a feature of App Connect 2.0. Make sure you are running the latest version of App Connect before expecting this feature to be available.
Steps to show the Appointment tab
- Open App Connect and navigate to Settings
- Go to General → Appearance → Customize tabs
- Toggle Show Appointment tab to the on position
- Click Save
CRM-specific setup and behavior
Each supported CRM has its own requirements, permissions, and behavioral nuances. Refer to the relevant setup guide for details:
Using Appointments in App Connect
Viewing appointments
Once the Event tab is enabled, click Event in the App Connect navigation bar (or find it under the More menu) to open your appointments view. The tab displays appointments fetched from your connected CRM and lets you browse, create, and manage them without leaving App Connect.
Creating an appointment
- Navigate to Event or Appointment tab in App Connect
- Click New Appointment or Plus button
- Fill in the title, start time, duration, and any additional details
- Select attendees from your CRM contacts
- Click Save — the appointment is created in your CRM and appears immediately
Updating an appointment
Open an existing appointment from the contact's activity timeline and click Edit. You can modify the:
- Title and description
- Start time and duration
- Attendee list
Changes are saved back to your CRM in real time.
Confirming an appointment (NetSuite only)
From an appointment detail view, click Confirm to mark the appointment as confirmed. This updates the status on the corresponding NetSuite Calendar Event record to CONFIRMED.
Cancelling an appointment
From an appointment detail view, click Cancel Appointment. The behavior differs by CRM:
- Clio — the calendar entry is deleted from Clio
- NetSuite — the calendar event status is set to
CANCELLED(the record is preserved)