Appmint Calendar and Appointments

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Written guide

Overview

This course covers Appmint CRM Calendar. We will move between calendar views, filter the kind of activity shown and open the actual reservation, meeting or event behind an entry. We will also create a reservation and inspect a reschedule, so the calendar remains connected to the records that own the booking.

01. Choose a view and scope

Why this matters

CRM Calendar shows reservations, meetings and events. Post and reminder schedules belong to Schedule Management’s calendar instead.

Follow these steps

1. Open CRM → Calendar. The heading is Calendar Management, with Calendars and Appointments beneath it. This is the standalone CRM module; it is separate from the Calendar tab inside Reservations.
2. In Calendars, read the date heading first. Use Previous Month, Next Month and Today to move through the monthly grid.
3. Select Month View to open the view menu. It offers Upcoming, Day View, Week View, Month View and Year View. Choose Week View when the time of day matters: days become columns with an hourly scale. The navigation buttons then refer to weeks.
4. Choose All, Reservations, Meetings or Events to restrict the kinds shown. Select All when investigating an item you cannot find.
5. Under People, click Anyone. The searchable picker identifies entries as staff or customer. Choose the relevant person rather than treating every result as an employee. Leaving the picker at Anyone avoids narrowing the calendar to one person.

For a list of upcoming activity, select Appointments. Set the date range using Next 7 days, Next 30 days or Next year, then check the status selector (initially Any status) and search field. 0 items / Nothing coming up for this filter describes the current view; it does not prove the organization has no records at any other date or under another filter.

Check the result

A calendar filter can hide a valid booking. Inspect selected users and kinds before creating another record.

02. Create through the actual booking flow

Why this matters

The calendar’s creation flow uses the Reservations booking wizard. It should preserve the selected date and enforce the same booking rules.

Follow these steps

1. Select Add reservation in the Calendar toolbar. The current button is named Add reservation; there is no need to search for a generic “+ Item” menu.
2. The New reservation drawer opens at Service. Read the available service’s title and duration before selecting it. In our training organization, Course tasting session is a thirty-minute service. The separate meeting section says that meetings are not a bookable service and exposes Book meeting; do not treat that as the same service booking.
3. Select the intended service, then choose an available date/time in Time. In Details, search for the existing customer or enter the required customer information. Use Review Booking to inspect the complete service, customer and timezone together.
4. For a real booking, select Confirm Reservation, wait for the save result and return to its date in the calendar. Open the entry and compare its identity and values with the saved reservation. The Reservations course shows the current time-selection and review screens in detail.

This Calendar rehearsal opened and closed the wizard without saving a customer booking. It proves the navigation and handoff, not a completed booking or delivered invitation. Selecting a time is not confirmation; a new calendar entry requires the completed save.

Check the result

The current CalendarCreate source opens New reservation with ReservationBookingWizard. Do not invent a separate universal meeting/event creation drawer. Other kinds require their supported owning route.

03. Inspect the underlying record

Why this matters

An item on the calendar is a view of an actual reservation, meeting or event. Open its details before changing it.

Follow these steps

Select the item and inspect its identity, start/end time, location and meeting link where present. Compare the reservation’s detail in Reservations or the meeting’s owning view. Use the provided link to join only for the controlled test.

Check the result

Calendar rendering and successful joining are separate outcomes. A URL in a card does not prove a meeting provider works.

04. Reschedule or cancel

Why this matters

Reservation rescheduling should update the booking and its calendar position while retaining history. Cancellation also needs its relevant customer communication checked.

Follow these steps

Open the reservation detail and Reschedule. Select the intended new available slot, confirm and reopen the item at its new time. Use the cancel action on a disposable booking, then compare its status, old slot availability and controlled recipient notification.

Check the result

Current CalendarItemDetail uses ReservationReschedule. Do not drag a tile and claim a persisted change if that interaction is not exposed.

05. Resolve timezone and visibility questions

Why this matters

A displayed time belongs to a timezone context and a filtered view. Wrong-day appearances need that context checked before editing the booking itself.

Follow these steps

Open the item, compare its saved timezone and start/end with the calendar display and original reservation. Clear user/kind filters and refresh. Check the same record in the intended participant’s view after any correction.

Check the result

The local pass exercised Month and Week views, the People picker, Appointments and the Add reservation handoff. It used an empty training calendar; therefore record positioning, cross-user visibility, DST boundaries and notification delivery are still open checks. Do not use these empty-state captures as proof that a newly created booking appeared.

Next steps

Return to the chapter for the action you need. When you change the configuration, check the matching record, customer view or destination again. A saved setting and a successful external outcome are different observations.

Verification notes