Enhanced Appointment Booking Experience in Opportunities

Modified on Thu, 26 Mar at 6:27 AM

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.