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The Calendar screen: List and Week

It shows all of your agency’s appointments, with two filters at the top — by employee (“All employees”) and by status (“All statuses”) — and a selector to switch between the List view and the Week view. To the right of that selector, a date navigator (“Today”, with ‹ › arrows on the sides) moves the visible range.

In the List view, each row of the table is an appointment with these columns:

  • Appointment: the title you (or the AI) gave it and, below in gray, its type (for example, “visit”).
  • Employee: the avatar and name of the person it’s assigned to.
  • Date and time: the day and time range of the appointment.
  • Status: a colored chip with one of four values — Scheduled, Completed, Cancelled or No-show.
  • Source: Manual if someone on your team created it, or AI if the agent scheduled it during a conversation.
  • Actions: on appointments still in progress (Scheduled), three icons to change their status — see the detail in section 5. On an already closed appointment (Cancelled, Completed or No-show) there are no further actions available.

The Week view offers the same information laid out in a weekly grid, useful for seeing each employee’s already-booked slots at a glance.

Agenda screen with the employee/status filters, the List/Week switch, the date navigator, the + New appointment button, and the appointments table with Appointment, Employee, Date/time, Status, Source and Actions columns
Agenda screen with the employee/status filters, the List/Week switch, the date navigator, the + New appointment button, and the appointments table with Appointment, Employee, Date/time, Status, Source and Actions columns