# Appointments Overview

On the left-hand menu, below Pipeline in the Sales section, you will find an area to create and manage appointments as they are assigned to your team. 

<figure><img src="/files/TLTD6zsfTEJbnr8WUBJd" alt="" width="251"><figcaption></figcaption></figure>

In this article, we'll show you a brief overview of this page and how you can use it to keep track of your clients' and teams' appointments.

### Creating an Appointment

The first thing we'll cover is how to create a new appointment.&#x20;

Click on the green + button on the top right to open the below screen. Enter the title, date, start and end time, contact, team member responsible, appointmemt type, and any notes, then click '+ Save.'

<figure><img src="/files/g3xRrFAH2E9njdw1y42q" alt="" width="375"><figcaption></figcaption></figure>

You will now be able to see your newly created appointment, and all others, in the appointments area.&#x20;

<figure><img src="/files/nmt81Eqxq45p56ZgcZfT" alt=""><figcaption></figcaption></figure>

You can also view your appointments in Calendar View by switching the toggle to 'Calendar View' in the top right beneath the green +.&#x20;

<figure><img src="/files/ktoau3erhQaLt9NuwrL3" alt=""><figcaption></figcaption></figure>

### Filtering

Appointments can be filtered a few different ways.&#x20;

**Time frame**: all, today, or this week

<figure><img src="/files/xEjI2ujyGw10cpdcBWxX" alt="" width="339"><figcaption></figcaption></figure>

####

#### **Status and Responsible**&#x20;

**Step 1**: Click the 3 lines to the right of the time frame filter, a window will open up on the right side

<figure><img src="/files/h8tUDY417pljPXBWEmWY" alt="" width="375"><figcaption></figcaption></figure>

**Step 2**: Click 'Status' and make your selection.

<figure><img src="/files/Y96AlZ4vhNjDPJsNCUjy" alt=""><figcaption></figcaption></figure>

**Step 3**: Click 'Responsible' and make your selection.

<figure><img src="/files/VLNJ7y7WmYLNr3SlHQ5E" alt=""><figcaption></figcaption></figure>

**Step 4**: Click 'Apply' on the bottom and the appointments that fall within those filters will remain on the list / calendar.

#### Calendar View

**Step 1**: Switch the toggle to 'Calendar View.'

**Step 2**: Click the 'Appointment View' drop down menu on the top-right.

<figure><img src="/files/3szjBKfvdw9iqp4T6sP2" alt=""><figcaption></figcaption></figure>

**Step 3**: The menu will open up to choose from appointment types to view on your calendar.&#x20;

<figure><img src="/files/zm7UAJQb2zzVK9P92Wlz" alt="" width="375"><figcaption></figcaption></figure>


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