Managing Bookings

Bookings help you schedule and track appointments, consultations, and meetings with your contacts.

Creating a booking

1. Go to Bookings in the sidebar
2. Click New Booking
3. Fill in:
   • Title (required) — what the meeting is about
   • Contact — who you’re meeting with
   • Start time — when it begins
   • End time — when it ends
   • Status — scheduled, completed, or cancelled
   • Description — agenda or notes
4. Click Save

Booking statuses

Status	Meaning
Scheduled	Upcoming appointment
Completed	Meeting has taken place
Cancelled	Meeting was called off

Calendar view

The Calendar page (in the sidebar) shows all your bookings in a visual calendar layout, making it easy to see your schedule at a glance.

Exporting bookings

Click Export on the Bookings page to download all bookings as a CSV file.

Tips

• Always link bookings to a contact so you can see the meeting history on their profile
• Use the description field for meeting agendas — it’s visible when you open the booking
• Review completed bookings to log follow-up tasks