Manage appointments directly from Custom Object and Company records. Review upcoming and past appointments, book a new meeting, or link an existing booking without leaving the record. Keep property viewings, policy renewal meetings, and business reviews connected to the records they concern. This guide covers viewing, booking, and linking appointments.

Note: This feature is currently available only through a private beta.

TABLE OF CONTENTS

What Are Appointments for Custom Objects and Companies?

Record-level appointments let you manage meetings associated with a Custom Object or Company. For example, a Property record can show scheduled viewings, while a Company record can show business review meetings.

The Appointments tab displays Upcoming and Past appointments linked to the selected record. You can review bookings, create a new meeting, or connect an existing appointment from the same location.

Key Benefits of Record-Level Appointments

Connecting appointments to CRM records gives you access to meeting history and scheduling actions in one place. This helps keep relevant meetings associated with the records they concern.

  • Centralized history: Review upcoming and past appointments for each record.

  • In-context booking: Schedule meetings directly from Custom Object and Company records.

  • Automatic record selection: Meetings started from a record have that record preselected under Associated objects.

  • Existing bookings: Link an appointment that is already scheduled without creating a duplicate.

  • Quick search: Narrow the appointment list by calendar name.

  • Flexible associations: Review and select additional supported records before confirming a meeting.

Prerequisites and Limitations

Before managing appointments from a Custom Object or Company record, make sure the feature is available and you can open the relevant record. The available booking options depend on the appointment type you select.

  • This feature is currently available only through a private beta.

  • You need access to the relevant Custom Object or Company record.

  • The Appointments tab must be available on the record.

  • Meeting bookings require a calendar, date, time, and Contact.

  • Existing appointments can be linked when they are available in the same location.

  • The current record is preselected under Associated objects when starting a Meeting from that record.

  • Services is available from the Add menu, but its remaining booking steps may differ from Meetings.

Note: If the Appointments tab is not available, contact support to confirm feature availability.

How to Manage Record-Level Appointments

Start from the Custom Object or Company record that needs a meeting. Use its Appointments tab to review bookings, create appointments, or link existing meetings without leaving the record.

Open Appointments from a Custom Object Record

Custom Object records can display the appointments associated with them. The Upcoming and Past views help you review scheduled meetings and previous booking activity for a specific record.

  1. From the left navigation menu, select the relevant Custom Object type, such as Properties or Insurance Policies.

  2. Locate and open the record you want to review.

  3. In the record's right-hand side panel, select the calendar icon to open Appointments.

  4. Switch between Upcoming and Past to review linked appointments.

  5. Use Search by Calendar Name to filter the appointment list when needed.

Note: The Appointments tab shows bookings associated with the selected record. Other appointments may need to be linked before they appear here.

Open Appointments from a Company Record

Company records provide the same appointment-management workflow. This helps you keep business reviews and other related meetings connected to the Company record.

  1. From the left navigation menu, select Contacts.

  2. Select the Companies tab.

  3. Locate and open the Company record you want to review.

  4. In the Company's right-hand side panel, locate the vertical tab rail.

  5. Select the calendar icon to open Appointments.

  6. Review the Upcoming and Past appointments associated with the Company.

  7. Use Search by Calendar Name to narrow the list if needed.

Book a New Meeting

Starting a Meeting from a Custom Object or Company record keeps that record selected while you schedule the appointment. You can review additional record associations before confirming the booking.

  1. From the left navigation menu, select the relevant Custom Object type, such as Properties or Insurance Policies. For a Company record, select Contacts, then Companies.

  2. Locate and open the record you want to associate with the meeting.

  3. In the record's right-hand side panel, select the calendar icon to open Appointments.

  4. Click Add.

  5. Select Meetings.

  6. Select the calendar for the meeting.

  7. Choose the appointment date and time.

  8. Select the Contact attending the meeting.

  9. Review the appointment title, meeting location, status, and other required details.

Book appointment form showing calendar selection, appointment title, date and time, Contact, Associated objects, meeting location, status, and Book appointment

Review Associated Objects and Complete Booking

The Associated objects selector controls which supported CRM records are connected to the meeting. The record you started from is preselected, and you can include other supported records before completing the booking.

  1. In the booking form, open Associated objects.

  2. Confirm that the current Custom Object or Company record is selected.

  3. Use the available record-type options and search to select additional supported records, if needed.

  4. Review the selected associations.

  5. Click Save in the Associated objects selector.

  6. Click Book appointment to confirm the meeting.

Start a Service Booking

The same Add menu lets you start a Service booking from a Custom Object or Company record. The remaining booking steps may differ from the Meetings workflow.

  1. From the left navigation menu, select the relevant Custom Object type, such as Properties or Insurance Policies.

    For a Company record, select Contacts, then Companies.

  2. Locate and open the record you want to use.

  3. In the record's right-hand side panel, select the calendar icon to open Appointments.

  4. Click Add.

  5. Select Services.

Appointments Add menu showing Meetings, Services, and Link existing appointment, with Services highlighted

If a meeting is already scheduled, you can link that booking to a Custom Object or Company record instead of creating a duplicate. The search includes existing appointments available in the current location.

  1. From the left navigation menu, select the relevant Custom Object type, such as Properties or Insurance Policies. For a Company record, select Contacts, then Companies.

  2. Locate and open the record you want to connect to the existing appointment.

  3. In the record's right-hand side panel, select the calendar icon to open Appointments.

  4. Click Add.

  5. Select Link existing appointment.

  6. Use Search appointments to locate the existing booking.

  7. Find the correct appointment and click Link.

Frequently Asked Questions

Q: Why is the Appointments tab empty?

The tab shows only appointments associated with the current record. Check both Upcoming and Past, and clear any calendar-name search. If a booking exists but is not linked, use Link existing appointment.

Q: Can I link an appointment booked elsewhere in the location?

Yes. Use Add > Link existing appointment to connect an available booking from the same location without creating another appointment.

Q: Is the current record automatically linked when booking a Meeting?

The current Custom Object or Company record is preselected under Associated objects. Review the selection before confirming the booking.

Q: Can I associate a meeting with multiple record types?

Yes. The Associated objects selector supports Companies, Custom Object records, and other available record types.

Q: Why can't I see the Appointments tab?

This feature is currently available only through a private beta. If the Appointments tab is not visible, contact support to confirm whether the feature is available to you.

Need Help?

If you cannot find an appointment, check the Upcoming and Past views, review any calendar-name search, and confirm that the appointment is associated with the correct record.

For additional assistance with viewing, booking, or linking appointments, contact support. Include the type of record you are working with, the action you are trying to complete, and a description of the issue.