Bookings
Find and manage appointments
Find bookings, join meetings, change appointments and download appointment records.
Before you start
Choose the correct company workspace. What you can change depends on your role and the appointment’s status.
On this page
Find the appointment
The workspace Overview also shows upcoming appointments and recent booking activity.
- Open Appointments.
- Use From date, To date, Filter by meeting type and Appointment status to narrow the list.
- Check the appointment’s date, timezone and status before making changes.
View or change a booking
Choose View appointment to open the booking’s management page. If your role allows it, choose Manage appointment to open the host’s options for managing guests and changing the booking.
- Customers can use their appointment link to reschedule or cancel within the deadlines set for that meeting.
- Check the confirmation and updated appointment details after a change.
- Changing working hours or closing a date does not automatically cancel appointments already booked.
Open the video meeting
If you are the host, choose Open meeting when it becomes available. Invited participants use Join meeting when available. See the video meeting guide for help with setting up your camera and microphone and joining the call.
Download appointment records
- Set the filters for the records you need.
- Select Download CSV. The download includes every matching appointment, up to 5,000 per file.
- For a larger set, narrow the date range and download separate files.