Scheduling Appointments

9 guides covering scheduling appointments on the Sparkforge platform.

• Appointment List View in Sparkforge Calendars Appointment List View is a list-based workspace inside Sparkforge Calendars. Use Smart Lists to combine filters, sorting, and columns into reusable views, and u
• Book Appointment Action in Workflows The Book Appointment workflow action creates a calendar event when a trigger fires — ideal for auto-scheduling follow-ups from form submissions, webhooks, or CR
• Coupon Codes in Calendars Coupon Codes in Sparkforge calendars apply percentage or fixed-amount discounts on the booking widget. Validity windows, usage limits, and product or calendar e
• Create & Manage Appointment Notes, Sync Across Records Internal appointment notes in Sparkforge automatically appear on the related Contact, Opportunity, and Conversation. Edits and deletes propagate everywhere. Boo
• Create Appointment Note - Workflow Action The Create Appointment Note workflow action adds an internal note to an appointment from inside a workflow. Pass an appointment ID for inbound webhooks; appoint
• How to Manually Book Appointments in Sparkforge Calendars Open any contact, conversation, or calendar slot, click Book Appointment, pick the calendar and time, and confirm. Same modal, four entry points — pick whicheve
• Payments Tab in Calendars: Track & Collect Payments The Payments tab on a Sparkforge appointment centralizes balances, attendee-level payment status, transactions, and a Collect Payment action. Enable Accept Paym
• View Custom Form Submissions (Appointment Side Drawer) Open any appointment from Calendars, Contacts, or Conversations. If a custom form was attached at booking, the Forms tab shows the structured response inside th
• View Form Submissions in Appointment Modal Custom form submissions tied to a calendar booking now appear inside the Sparkforge Appointment Modal under a Forms tab. No need to jump to the Forms module or