# Manage appointments manually Create, move or cancel an appointment, with confirmation by text and email. - Role: Manager - Duration: 4 min - On: Web, Mac - Learning Centre: https://callizy.ca/en/apprendre/rendez-vous-manuels - Open this screen in Callizy: https://app.callizy.ca/en/manager?view=calendars ## Before you start - A connected calendar: Google, Microsoft 365, Square or Wix. See [Have the agent book appointments](https://callizy.ca/en/apprendre/rendez-vous-agent), first step. ## Step by step 6 steps, about 4 min. Screenshots show Callizy in French. Button names are given in English. ### 1. Open the appointments (10 s) In **Calendars**, click the **Appointments** tab. All your appointments are there: those booked by your AI agents and those created manually. Menu: Administration › Calendars › Appointments ### 2. Create an appointment (30 s) Click **New appointment**. Choose the **Calendar**, then the **Appointment type**: **Phone**, **In person** or **Video**. In person, add the **Address**. ### 3. Enter the client (30 s) **Client name** and **Phone** are required. The email is optional, except for a video call. ### 4. Choose the date and time (30 s) **Date**, **Time**, from 07:00 to 20:45 in quarter hours, and **Duration**, from 15 min to 2 h. Add **Notes (optional)** if needed. ### 5. Let the client know (20 s) Under **Client notifications**, turn on **SMS confirmation**, **Email confirmation**, or both: they are off to start. Click **Create appointment**. ### 6. Move or cancel (1 min) Hover over the appointment’s line. The pencil opens **Edit appointment**: name, phone, email, date, time, duration and notes, then **Save**. The trash can opens **Cancel appointment**: click **Cancel appointment** again to confirm. ## Key points - The confirmation text and email only go out at creation. Nothing goes out when you move or cancel: let the client know yourself. - The confirmation text and email are written in French. - Callizy does not send a reminder before the appointment. To confirm tomorrow’s appointments, see [Confirm tomorrow’s appointments](https://callizy.ca/en/apprendre/confirmer-rendez-vous). - A change made directly in Google, Microsoft, Square or Wix does not come back to Callizy. Move and cancel in Callizy. - With Square or Wix, the time must be a free slot of your service, and the duration is the service’s. ## Settings - **The number that sends the text**: With several numbers, a choice appears next to **SMS confirmation**. The main number comes first. - **What the client receives**: The text: your appointment is confirmed, the date, the time and the company’s name, with the address or the video link. The email: the type, the date, the time, the duration and the place, with a file to add the appointment to their calendar. - **Video calls**: The Google Meet or Microsoft Teams link is only created with a Google or Microsoft 365 calendar. No video with a personal Microsoft account. ## Not working? ### Callizy shows “Slot unavailable” 1. This time slot is already booked in the calendar: choose another time. ### Callizy shows “No calendar connected” 1. In the **Calendars** tab, click **Connect a calendar**. The **New appointment** button then turns on. ### Callizy shows “Invalid format. Example: +1 514 555-1234 or 514-555-1234” 1. Enter 10 digits, or the number in international format. ### Callizy shows “Please fill in all required fields” 1. Fill in **Client name** and **Phone**. 2. Check the email: a misspelled address also shows this message. ### Callizy shows “The video link could not be generated. This Microsoft account does not have a Teams license.” 1. The appointment is created, without a video link. 2. With Microsoft 365, the account needs a Teams license. 3. With Square or Wix, there is no video link: choose **Phone** or **In person**. ### Callizy shows “Error” 1. With Square or Wix, choose a time that is a free slot of your service. 2. Otherwise, try again in a moment. ## Frequently asked questions ### Does the client get an invitation in their calendar? No Google or Microsoft invitation. With **Email confirmation**, they get an email with a file to add to their calendar. ### Can I edit an appointment booked by the AI agent? Yes, like the others: the pencil to edit it, the trash can to cancel it. ### Does a cancelled appointment disappear? From your calendar, yes. In Callizy, it moves to **Cancelled** and stays under the **Cancelled** filter. ### Who sees this screen? The account owner and the managers. Updated October 29, 2026.