Appointment Modal – Now in a Side Drawer

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Introducing the Appointment Side Drawer

We’re excited to introduce a new way to view and manage appointments with the Appointment Side Drawer—a

sleek

,

scalable

design that brings a

more efficient

experience across the platform.

🆕

Appointment Modal Now Opens in a Side Drawer

The appointment modal now opens as a

right-hand side drawer

instead of a pop-up, giving you a more

streamlined

and uninterrupted flow.

📍

Available Across Key Views

You can

access

and

manage

appointments in the new side drawer from:

  • Calendar View
  • Appointment List View
  • Conversations Tab
  • Contacts Tab
✏️

Inline Editing for Appointment Details

Quickly

update

key appointment

details

—like date, time, and status—directly from the side drawer

without losing context

or navigating away from your screen.

Simply click on any appointment from the supported views mentioned above. The side drawer will slide in from the right, displaying

appointment information

and editable fields in a clean layout.

  • Scalability:

    The side drawer layout

    sets the foundation

    for

    future upgrades

    —like showing

    form submissions

    , adding a rich text editor for

    notes

    , and more.

  • Retention:

    A

    smoother

    , more

    intuitive

    experience encourages continued use and adoption.

  • Efficiency:

    Manage appointments, add notes, and make edits

    faster

    —all without leaving your current screen.

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