Help Center

Appointment Details Side Panel

The appointment details side panel lets you review appointment information and take common actions without losing your place on the calendar or appointment page. Use it to check appointment details, open related contact information, add notes, create tasks, send messages, or edit the appointment.

What Appears in the Side Panel

The appointment details side panel shows key appointment information in one place, including the appointment subject, time, contact, description, and related details.

• Category appears in the appointment details grid when a category is assigned.
• Company appears next to the contact when company information is available. Click the company name to open the company page in a new tab.
• Questions & Answers appear below the description when appointment questions were collected.
• The wider panel layout gives more room to review appointment details.

Open the Contact Preview

Click the contact name in the appointment details side panel to open a contact preview panel. This lets you review the contact without closing the appointment details.

Note: If the contact preview is not available from the page you are using, the contact opens in a new tab instead.

Use the Actions Menu

The Actions menu includes the appointment actions available from the side panel.

• Cancel
• No show
• Send reminder
• Edit creator
• Edit, which opens the full appointment form
• Add notes
• Create task
• Send email and Send text, when the appointment has a linked contact

Note: Some actions appear only when they apply to the appointment. For example, Add notes and Create task are hidden for recurring appointments, and No show is hidden for external appointments.

Add Notes or Create Tasks from the Panel

• Add notes: Opens the note editor. After you save the note, the appointment panel refreshes with the updated information.
• Create task: Opens the task form on top of the appointment panel. After the task is saved, it appears in the appointment's task list.

Where Appointment Actions Open

Where an action opens depends on the page you are using.

• On the Calendar and appointment pages, actions such as Cancel, No show, Edit creator, and Send reminder open in place.
• From other pages, such as the Home page or a contact profile, those actions take you to the appointment page to complete the action.

Tips

• Use Add notes or Create task from the side panel to update the appointment without closing and reopening it.
• Click the contact name to review contact details, then close the preview to return to the appointment.
• Use the Actions menu to access appointment actions from one place.