Create, edit and reschedule appointments

New appointment

Use the new appointment button to create one from scratch, choosing the customer, service, calendar and time.

Click an empty slot

On the grid, click an open time and the appointment starts with the date already filled in, and the time too when you are in the Day or Week view. For today, the suggested time is the next full hour; for other days, 9 a.m.

Edit, reschedule and change the status

Click an appointment to open it for editing. From there you can reschedule it, update its status or cancel it.

The appointment shows up everywhere

As soon as it is created, the appointment appears on the customer's pipeline card and in the profile history. Whoever serves customers in Missus or follows the pipeline knows what is booked without opening the calendar.

Example

One of Dr. Paulo's clients calls to move the meeting from Tuesday to Thursday. The assistant opens the appointment, changes the day and saves. The pipeline card already shows the new date.

tripaulx AI agents

tripaulx AI agents also create and reschedule appointments when the customer asks on WhatsApp, always within the availability. The team sees everything on the same calendar and adjusts whatever it needs.