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See your upcoming bookings and manage your calendar.
# Overview
The Appointments page shows you every booking made by Operator AI or your staff. You can see who is coming in, when they are scheduled, and make changes if needed.
# Step-by-Step Instructions
Click Appointments in the left menu.
In the middle of the screen, you will see a list of all your bookings. You can: - Click on any booking in the list to see more details on the right side of the screen. - Use the search bar at the top to find a specific customer by name or phone number. - Use the dropdown menus at the top to only see bookings for a specific staff member, or bookings with a specific status (like only "Confirmed" bookings).
When you select a booking, look at the Triage Actions on the right side of the screen. You can click these buttons to: - Confirm the booking. - Mark it as Completed after the customer visits. - Mark it as a No Show if the customer did not arrive. - Reschedule the booking for a different day or time. - Cancel the booking entirely.
If you need to leave a note for your team about a specific booking: 1. Select the booking. 2. Look at the bottom right corner under Staff Booking Notes. 3. Type your note in the box. 4. Click Add.