Appointments

Section: Operations
URL: /admin/appointly

Overview

Appointly is the appointments / scheduling module for booking client meetings.

Business value

Lets clients self-book meetings into your team's calendar (like Calendly) directly from the CRM — eliminating scheduling email chains and reducing no-shows with auto-reminders.

• Who uses it: Sales, customer success, support, account managers
• Key benefit: Cuts time-to-meeting from hours of back-and-forth to a single link.

Typical use cases:

• Prospect self-books a sales demo
• Customer schedules a quarterly business review

At a glance

Accessing this module

From the admin sidebar, navigate to Appointments, or open the URL directly:

/admin/appointly

List view

The list view shows existing appointments records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open Appointments from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/appointly