Book and track appointments
Book appointments with your leads, reschedule them, and mark each one completed, cancelled or a no-show.
The Appointments screen lists your appointments with leads and contacts, soonest first, and shows how many people turned up.
Who can do this
Owners, admins and members can book, edit, change the status of and delete appointments. Viewers can see them but not change them. The demo workspace is read-only.
Steps
Book an appointment
- Open Jebat and choose Appointments in the side menu.
- Click New appointment.
- Fill in:
- Contact: who the appointment is with (required, up to 120 characters).
- Kind: what it is, for example a consultation or a follow-up call (required, up to 120 characters).
- When: the date and time.
- Via: optional, how you will meet, for example phone or a video call (up to 80 characters).
- Status: it starts at Scheduled.
- Click Save.
Times are shown in Malaysian time.
Mark how it went
In the appointment's row, pick a new status from the Status list: Scheduled, Completed, Cancelled or No-show. It saves straight away.
Reschedule or delete
- To change the time or details, click Edit, change them, and click Save.
- To remove it, click Delete, then Confirm?. Click Cancel to keep it.
Read the figures
- Total counts every appointment.
- Upcoming counts scheduled appointments that have not happened yet.
- Completed counts the completed ones.
- Show-rate is completed appointments divided by completed plus no-shows. It shows — until one is completed or a no-show.
Common problems
- "Pick a valid date and time." Fill in When before you save.
- "That appointment was not found." Someone else deleted it. Refresh the page.