---
title: "What can I do with an appointment?"
date: 2026-01-28
author: "Champs-Libres"
description: "This guide describes the different actions available on an appointment: add a document, turn it into a recorded interaction, edit, cancel, delete."
categories: ["Appointments"]
tags: ["appointments", "actions"]
featured_image: "/images/tutorials/78e7a782-c985-411b-8175-b697c171acf7-thumb-EXPSXMUJqjhf6BMFIsaKqPot59dz0R.png"
pdf: "/pdf/tutorials/Quelles-sont-les-actions-possibles-sur-un-rendez-vous.pdf"
---

Adding a document
-----------------

To add a document, click add a document.

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![](/images/tutorials/1c70dcdf-ef59-4d3e-942a-90fea3c70c86-thumb-ekCLNfR7sebDiriTV6EYizSd6V89k9.png)

Adding the title and the document
---------------------------------

Give the document a title, drop the document in and save. The document is then visible within the appointment.

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![](/images/tutorials/bd444a6b-df56-4af5-bce1-134e07f6d545-thumb-48GL4SZdiaSXUEiyw8VgYBriHBhAxd.png)

Turning an appointment into a recorded interaction
--------------------------------------------------

Turn the appointment into a recorded interaction by clicking "turn into an interaction". You then simply choose the type of interaction and complete the interaction page.

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![](/images/tutorials/45c34d59-9c8e-42b4-be6a-2a28aaac2867-thumb-mV4wB9noCb7bPKUi4hyEIDFLdpvOrD.png)

Viewing the document and the interaction
----------------------------------------

Once the document has been added and the interaction saved, both are visible within the appointment.

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![](/images/tutorials/ac62b068-31c5-4064-a6cf-481e912cd3e3-thumb-0XfLd8idR9NtBXM3m4roLfvS2irikj.png)

Deleting an appointment
-----------------------

An appointment can be deleted entirely by clicking the small bin and then confirming the deletion.

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![](/images/tutorials/4a193953-7ef6-448b-bf9a-883cfb4a5728-thumb-LNaATZ6CHD3kC4o9aZoHx31atpvFtM.png)

Cancelling an appointment
-------------------------

To cancel an appointment, click "cancel".

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![](/images/tutorials/6793b772-ee1c-442c-923a-f60710609822-thumb-BrurDw9HR8jiLe0HfBMpVOeun9PceY.png)

Choosing a cancellation reason
------------------------------

Then choose the cancellation reason (configurable in the admin interface) and click save.

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![](/images/tutorials/f004658e-1639-4c2e-ac38-a407deca455a-thumb-jzAojwVSWpGj8Y1SG6PXh2xKU8wNqu.png)

The appointment is cancelled
----------------------------

The appointment and its cancellation reason are visible in the list of appointments. That availability slot becomes free again in the user's calendar.

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![](/images/tutorials/f33f960a-3ff1-496b-8a8b-353232cb0448-thumb-axKEBaxeo1w91prn0nmSIIROq4Weic.png)

Deleting an appointment
-----------------------

To delete an appointment, click the small bin and confirm the deletion. In this case too, the availability slot becomes free again in the user's schedule.

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