Business management feature
Book customer appointments by clicking a free time slot on a booking grid — no typing dates by hand.
The Appointments feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
Use the documented operating model as a starting point, then adapt fields, approvals, reports, or connected areas when your process differs.
One connected record
The Appointments feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
The page is not a plain list — it opens as a slot picker: a three-day grid of 30-minute slots between 09:00 and 18:00, with weekends closed. Book — click a free slot; the create form opens with the chosen date and time already filled in.
See the fields and stepsIn the product
The detailed guide shows the screens and records behind appointments, with the exact fields, statuses, and actions.
A starting point, not a fixed package
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Try BusinessIntentsDecision-stage answers
Book customer appointments by clicking a free time slot on a booking grid — no typing dates by hand.
The Appointments feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
The detailed module guide documents the exact fields, statuses, actions, and connected records.
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Review the real workflow
Use a real record or transaction to compare the documented flow with the way your team works today.
