Where it lives
Sidebar → Calendar for scheduling. Sidebar → Appointments for confirmation status. Settings → Scheduling & Appointments for booking rules.
Run the calendar
- Schedule the work as a visit from the related job or customer.
- Use Block time for personal time or other unavailable periods.
- Use Sync calendar when you want to refresh the connected calendar.
Use Appointment truth
Appointments is not a second calendar object. It shows whether scheduled visits need attention, need confirmation, are confirmed, have a change request, or have gone stale. Clear stale items instead of treating them as new appointments.
What happens next
The visit stays on Calendar for the field workflow, while Appointments gives the office a separate place to manage confirmation truth.
Good to knowIf the time changes, edit or reschedule the existing visit so the job, customer, and confirmation history remain connected.