From the table’s Actions column, every appointment in Scheduled status has three action icons:
- Complete (✓ check icon): marks the appointment as Completed.
- No-show (person icon): marks that the customer didn’t show up for the appointment.
- Cancel (✕ icon, in red): marks the appointment as Cancelled.
Once an appointment moves to Completed, Cancelled or No-show, it no longer has actions available in the table — it stays as a historical record.
Who can see and who can create or modify appointments depends on the role:
| Role | View the calendar | Create / modify appointments |
|---|---|---|
| Admin | Every appointment in the agency | Any appointment |
| Editor | Every appointment in the agency | Any appointment |
| Viewer | Every appointment in the agency | Only appointments assigned to themselves |
Note — A nuance specific to the Calendar
Unlike other screens such as the inbox (manual 16 · Conversations), where the Viewer role is strictly read-only, on the Calendar any role can complete, mark as no-show, cancel or reschedule appointments assigned to themselves — never a colleague’s.
