Dashboard ~7s

Dashboard overview

Your customisable widget grid at a glance. See how to add, browse, and arrange widgets to build the dashboard layout that works for you.

Scheduling ~9s

Creating and managing event types

Browse your event types, search the list, and launch the step-by-step wizard to create a new scheduling template with duration, location, and notification rules.

Scheduling ~8s

Managing bookings

See your booking stats, toggle between calendar and list views, cycle through day/week/month, and create a new booking with the guided wizard.

Meetings ~7s

Video appoiints

Switch between upcoming and past meetings, view them on a calendar, and start a new video appoiint directly from the dashboard.

CRM ~8s

CRM pipelines and kanban board

See your deal pipeline as a kanban board. Switch pipelines, hover over deal cards, view stats, and create new deals from a modal.

CRM ~8s

Managing CRM leads

Filter leads by status and source, toggle between grid and list views, review stat cards, and add a new lead with the form wizard.

Helpdesk ~7s

Helpdesk tickets

Browse open tickets, filter by status and priority, and create a new support ticket through the step-by-step wizard.

Customers ~7s

Customer management

Search and filter your customer list, open the advanced filter panel, and add a new customer record from the dashboard.

Customers ~7s

Subscription plans

View your subscription plans, open the detail view from the 3-dot menu, and create a new plan with the guided wizard.

Profile ~7s

Your Appoiint Card

See your public profile and QR code, browse the dropdown options, and scroll through your profile detail sections.

Ready to upgrade your meetings?