Appointments

The Appointments module is your central hub for all scheduling needs. It is divided into three main views: List, Calendar, and Availability.

Managing Appointments (List & Calendar)

Magnate provides two ways to visualize your schedule:

• List View: A standard table showing all upcoming and past appointments, allowing you to filter by status (e.g., Confirmed, Completed, Cancelled).
• Calendar View: A visual, color-coded calendar layout. This gives you a bird's-eye view of your entire team's schedule, making it easy to identify your daily priorities at a glance.

Appointment Details & Rescheduling

Clicking on any appointment (in either view) opens the Appointment Details modal. This gives you full context on the meeting, including the assigned lead, the team member handling it, the service type, duration, and exactly how the meeting was booked (e.g., via the AI Agent or Manually).

From this modal, you can manage the lifecycle of the meeting:

• Reschedule: Quickly pick a new date and time slot if the lead needs to move the meeting.
• Complete: Mark the meeting as successfully finished.
• No Show: Mark the meeting if the lead failed to attend (this helps track lead quality).
• Cancel: Cancel the meeting entirely.

Setting Individual Availability

While your global settings define the overall business hours, your individual team members can have unique schedules.

By navigating to the Availability tab inside the Appointments module, team members can set exceptions to their normal schedule. Simply click on a date in the availability calendar to:

• Set Full-Day Leave: Mark yourself as entirely unavailable for the day (e.g., for a vacation or sick day).
• Set Reduced Hours: Create a half-day exception by defining custom start and end times for that specific date.

The system will instantly adapt and remove those time slots, ensuring leads can never book time when a rep is unavailable.