Bookings
The Bookings sub-tab lists this client's appointments, synced from whichever Microsoft Bookings business your branch is linked to (see Booking Management).
The list refreshes automatically when you open the tab; click Sync All to pull the latest state on demand. From here you can:
- Register a new booking for the client against any active booking link
- Sync or delete an individual booking
- Open a notes side-sheet on any booking to jot down what was discussed — including an AI Summarize button that condenses longer notes into a quick recap