🧭 Overview

We’ve upgraded the appointment booking experience inside Opportunities to make scheduling and updates more seamless and consistent.

Previously, booking or updating appointments within an opportunity relied on an interface only useful for scheduling meetings. With this update, we’ve introduced the new appointment modal — bringing the same full-featured scheduling experience used across Calendars (meetings, services and rentals) into Opportunities.

✅ What’s New

• A modern appointment booking and editing experience is now available within Opportunities.

• Users can now create or update appointments using the same flow as Meetings, Services, and Rentals.

• If an appointment already exists, it opens with pre-filled details for easy editing.

• Supports a consistent experience across different scheduling types.

Each opportunity is currently associated with a single appointment, which can be updated as needed, with support for multiple appointments coming in the next enhancement.

🔐 How It Works

• Navigate to Opportunities > Open an opportunity

• Clicking Book/Update Appointment will now show the new appointment modal.

• If no appointment exists, users can create a new one.

• If an appointment already exists:

• Users can view, edit, or delete it

• Editing opens with pre-filled data for faster updates

🎯 Why This Matters

• Brings a consistent scheduling experience across the platform.

• Reduces friction when creating or updating appointments within Opportunities.

• Ensures users have access to full scheduling capabilities in one place.

• Improves clarity by keeping appointment data tied directly to the opportunity.