Managing Appointments

A step-by-step guide on how to complete, reschedule, and cancel meetings, as well as understanding how shows and no-shows are marked.

By Red Belt Team | Last Update: April 4, 2026

Complete an Appointment

Completing an appointment marks the lead's contact type as "showed" which helps with follow-up procedures. If an appointment is not completed after the date and time has passed the person is automatically marked as a "no show" unless retroactively marked as complete.

1. On your computer, go to your Account
2. Click Appointment in the left-side menu.
3. Select the appointment from the calendar.
4. Click Complete Appointment.

Reschedule an Appointment

When you update the date and time of an appointment, the lead's contact type maintained as "appointment" which helps with follow-up procedures.

1. On your computer, go to your Account
2. Click Appointment in the left-side menu.
3. Select the appointment from the calendar.
4. Click Reschedule.
5. Select a Date & Time.
6. Type a reason for the reschedule in the Note box.
7. Click the check mark to save or the X to cancel changes.
8. Optional: Edit the agenda by clicking the edit icon. Then click the check mark to save or the X to cancel changes.

Cancel an Appointment

If you experience a scheduling conflict you can void an appointment. When you do so the lead returns to its last known contact type whether that is "lead" or "no show".

1. On your computer, go to your Account
2. Click Appointment in the left-side menu.
3. Select the appointment from the calendar.
4. Click Cancel Appointment.
5. Type a reason for the cancellation in the Note box.
6. Click Yes to cancel the appointment or click No to leave assigned.

Common Questions & Troubleshooting

How do I schedule an appointments?

See our article on booking appointments.

How do I manage my appointments?

See our article on managing appointments.