📅 Enhanced Appointment Booking Experience in Opportunities
We’ve Upgraded the Appointment Booking Experience
inside Opportunities
to make scheduling and updates more seamless and consistent.
Previously, booking or updating appointments within an opportunity relied on an interface that was only useful for scheduling meetings. With this update, we’ve introduced the new appointment modal — bringing the same full-featured scheduling experience used across Calendars (meetings, services, and rentals) into Opportunities.
- A modern appointment booking and editing experience is now available within Opportunities.
- Users can now create or update appointments using the same flow as Meetings, Services, and Rentals.
- If an appointment already exists, it opens with pre-filled details for easy editing.
- Supports a consistent experience across different scheduling types.
Each opportunity is currently associated with a single appointment, which can be updated as needed. Support for multiple appointments will be included in the next enhancement.
- Navigate to
Opportunities
> Open an opportunity
- Clicking
Book/Update Appointment
will now display the new appointment modal.
- If no appointment exists, users can
create
a new one.
- If an appointment already exists:
- Users can
view, edit, or delete
it.
- Editing opens with pre-filled data for faster updates.
