Schedule

Managing Appointments

View upcoming and past meetings, outcomes, and follow-ups.

In this guide

1. Appointments dashboard
2. Recording outcomes
3. Rescheduling and canceling
4. Appointment checklists

1Appointments dashboard

The Appointments page shows your scheduled meetings. By default, it shows your upcoming appointments — sorted with the soonest meeting at the top — plus any past meetings that still need outcome annotation (where you haven't yet recorded whether the prospect converted). Use the Time filter to switch between:

Upcoming — future meetings plus needs-annotation (default).
Past — completed and past meetings, most recent first.
All — everything.

The Salesperson filter defaults to your own appointments. Admins and managers can switch to view any team member or "All" to see the full team.

2Recording outcomes

After a meeting ends (when using MeetMatch Video), you'll see a post-call annotation screen. Record the meeting outcome (e.g. "Closed – Won", "Follow-up needed", "No-show") and add notes. This data feeds your analytics.

3Rescheduling and canceling

Click any appointment to view details. From there you can reschedule or cancel. The prospect will receive an email notification.

4Appointment checklists

If an admin has assigned a checklist to the event type for an appointment, you'll see it in the appointment detail panel between the contact info and the meeting link. Check off items as you go — your progress is saved automatically and visible to managers. This is useful for reminders like "Send pricing deck", "Confirm demo environment", or "Follow up on trial sign-up". Admins manage checklists from the Events page.

Setting Your Availability

Team Management

More in Schedule

Creating Event Types

Set up booking types for prospects to schedule with your team.

Setting Your Availability

Configure working hours, days off, and timezone.

Team Management

Invite members, assign roles, and organize into groups.

Team Policies for Admins

Control video providers, meeting types, and onboarding requirements for your team.

Pre-Meeting Questionnaires

Gather information from prospects before they book.

Personal Meeting Room

Your always-on meeting link for instant calls.

Sharing & Embedding Your Booking Page

Share your scheduling link and embed it on your website.

No-Show Protection

Reduce no-shows with smart reminders and overbooking.

Team Utilization Heatmap

Visualize your team's availability, bookings, and open gaps at a glance.