Appointment Details
The appointment detail page is the comprehensive view of a single appointment. It displays all information and provides access to every action.
Page layout
Section titled “Page layout”From top to bottom, the detail page contains:
1. Downpayment due alert
Section titled “1. Downpayment due alert”A red alert banner appears when the appointment has an overdue downpayment. Shows “Due today” or “Due in N days”.
2. Cancelled banner
Section titled “2. Cancelled banner”When the appointment is cancelled, a banner displays the cancellation date, who cancelled it, and the reason (if provided).
3. Header section
Section titled “3. Header section”- Appointment kind badge — Colored badge showing the kind name
- Deleted badge — Shown if the appointment is soft-deleted
- Title with done checkbox — The appointment name with an inline checkbox to mark as done
- Date range — Start and end date/time
- Series badge — Repeat icon if part of a recurring series
4. Price cards
Section titled “4. Price cards”Displays the price range and payment settlement status at a glance.
5. Quick actions
Section titled “5. Quick actions”A horizontally scrollable row of action buttons:
| Action | When visible |
|---|---|
| Reschedule | Not when done |
| Cancel | Not when done |
| Pay | When not fully settled |
| Follow-up | Always |
| Reactivate | Only when cancelled (replaces all other actions) |
6. Employee section
Section titled “6. Employee section”Shows the assigned employee with their avatar and name.
7. Description section
Section titled “7. Description section”Free-text description of the appointment.
8. Customers section
Section titled “8. Customers section”List of linked customers, each tappable to view their profile.
9. Contracts section
Section titled “9. Contracts section”Contracts attached to this appointment, with a + button to create a new contract.
10. Links section
Section titled “10. Links section”Linked appointments with an add button.
11. Attachments section
Section titled “11. Attachments section”Photos and files attached to the appointment.
12. Payments section
Section titled “12. Payments section”Payment records grouped by date, with a total amount.
13. Comments & History
Section titled “13. Comments & History”Tabbed section with internal comments and full audit trail.
14. Footer
Section titled “14. Footer”Creation and last update timestamps with user information.
Mark as done
Section titled “Mark as done”The checkbox next to the appointment title toggles the done state:
- Checking done — If there’s an unpaid balance, a confirmation dialog asks if you want to proceed. Cannot mark as done if the appointment is in the future.
- Unchecking done — Requires confirmation, then changes the status back to open.
Options menu
Section titled “Options menu”The three-dot menu provides:
- Duplicate — Clone this appointment (see Creating Appointments)
- Swap — Swap with another appointment
- Delete — Soft-delete (with scope dialog for series)
- Restore — Restore a deleted appointment