90 lines
2.9 KiB
Markdown
90 lines
2.9 KiB
Markdown
---
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title: "What can I do with an appointment?"
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date: 2026-01-28
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author: "Champs-Libres"
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description: "This guide describes the different actions available on an appointment: add a document, turn it into a recorded interaction, edit, cancel, delete."
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categories: ["Appointments"]
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tags: ["appointments", "actions"]
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featured_image: "/images/tutorials/78e7a782-c985-411b-8175-b697c171acf7-thumb-EXPSXMUJqjhf6BMFIsaKqPot59dz0R.png"
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pdf: "/pdf/tutorials/Quelles-sont-les-actions-possibles-sur-un-rendez-vous.pdf"
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---
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Adding a document
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-----------------
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To add a document, click add a document.
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* * *
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Adding the title and the document
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---------------------------------
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Give the document a title, drop the document in and save. The document is then visible within the appointment.
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* * *
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Turning an appointment into a recorded interaction
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--------------------------------------------------
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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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* * *
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Viewing the document and the interaction
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----------------------------------------
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Once the document has been added and the interaction saved, both are visible within the appointment.
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* * *
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Deleting an appointment
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-----------------------
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An appointment can be deleted entirely by clicking the small bin and then confirming the deletion.
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* * *
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Cancelling an appointment
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-------------------------
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To cancel an appointment, click "cancel".
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* * *
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Choosing a cancellation reason
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------------------------------
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Then choose the cancellation reason (configurable in the admin interface) and click save.
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* * *
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The appointment is cancelled
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----------------------------
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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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* * *
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Deleting an appointment
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-----------------------
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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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* * *
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