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Appointments

2.0

The Appointments feature brings your CRM calendar directly into App Connect, giving you a unified view of scheduled meetings and events alongside your communications. You can create, view, update, confirm, and cancel appointments without ever leaving the App Connect interface.

What are Appointments?

Appointments in App Connect are synchronized representations of calendar events stored in your connected CRM. They allow you to:

  • View upcoming meetings — see all scheduled events for a contact in one place
  • Create new appointments — schedule meetings and have them written back into your CRM calendar
  • Update existing appointments — change the time, duration, title, attendees, or description
  • Confirm or cancel appointments — change the status of an appointment directly from the dialer
  • Sync attendees — associate contacts from your CRM as attendees on an appointment

Supported CRMs

Appointments are currently available for the following CRM integrations:

CRM List Create Update Confirm Cancel
Bullhorn ✅ ✅ ✅ ✅
Clio ✅ ✅ ✅ ✅
NetSuite ✅ ✅ ✅ ✅ ✅

How to enable Appointments

The Appointments tab is hidden by default. You must manually enable it from the tab customization settings. Once enabled, an Event tab appears in the App Connect navigation bar, giving you direct access to your appointments.

App Connect 2.0 required

Appointments is a feature of App Connect 2.0. Make sure you are running the latest version of App Connect before expecting this feature to be available.

Steps to show the Appointment tab

  1. Open App Connect and navigate to Settings
  2. Go to General → Appearance → Customize tabs
  3. Toggle Show Appointment tab to the on position
  4. Click Save

CRM-specific setup and behavior

Bullhorn

Appointments in Bullhorn are stored as native Appointment records in the Bullhorn staffing platform and can be associated with Candidates, Client Contacts, or Leads.

What is synced:

  • App Connect fetches appointments within a rolling window: from 1 month in the past to 3 months in the future
  • Each appointment can be associated with a single primary contact (Candidate, ClientContact, or Lead)

Notes for Bullhorn administrators:

  • The Bullhorn user account used to authenticate with App Connect must have permission to read and write Appointment and AppointmentAttendee records in Bullhorn
  • Bullhorn does not currently support a native "confirmed" status via App Connect; use the Bullhorn web application if confirmation workflows are required

Clio

Appointments in Clio are mapped to Calendar Entries in the Clio API. App Connect uses Clio's calendar system to store and retrieve appointments, writing additional metadata back as external properties on each calendar entry.

What is synced:

  • Calendar entries are fetched from the user's primary writable calendar in Clio
  • Attendees correspond to Clio contacts associated with the calendar entry

Notes for Clio administrators:

  • The Clio user must have calendar access and permission to read and write calendar entries
  • App Connect writes Events to the first writable calendar found for the authenticated user. Ensure users have at least one non-read-only calendar configured in Clio

NetSuite

Events in NetSuite are stored as Calendar Events using NetSuite's REST Record API. NetSuite provides the richest appointment lifecycle support, including native confirm and cancel status transitions.

What is synced:

  • Calendar events are fetched using a custom RESTlet bundled with the RingCentral SuiteApp
  • Attendees are stored as attendee sub-records on the calendar event record
  • Appointment times are converted to and from the user's configured timezone offset in NetSuite to ensure accurate scheduling
  • Confirming an appointment sets the NetSuite status to CONFIRMED
  • Cancelling an appointment sets the NetSuite status to CANCELLED

Prerequisites for NetSuite:

  • The RingCentral SuiteApp must be installed in your NetSuite account
  • The user's NetSuite role must have REST Web Services enabled and read/write permission to Calendar Event records
  • See the NetSuite setup guide for full role and permission requirements

Using Appointments in App Connect

Viewing appointments

Once the Event tab is enabled, click Event in the App Connect navigation bar (or find it under the More menu) to open your appointments view. The tab displays appointments fetched from your connected CRM and lets you browse, create, and manage them without leaving App Connect.

Creating an appointment

  1. Navigate to Event or Appointment tab in App Connect
  2. Click New Appointment or Plus button
  3. Fill in the title, start time, duration, and any additional details
  4. Select attendees from your CRM contacts
  5. Click Save — the appointment is created in your CRM and appears immediately

Updating an appointment

Open an existing appointment from the contact's activity timeline and click Edit. You can modify the:

  • Title and description
  • Start time and duration
  • Attendee list

Changes are saved back to your CRM in real time.

Confirming an appointment (NetSuite only)

From an appointment detail view, click Confirm to mark the appointment as confirmed. This updates the status on the corresponding NetSuite Calendar Event record to CONFIRMED.

Cancelling an appointment

From an appointment detail view, click Cancel Appointment. The behavior differs by CRM:

  • Clio — the calendar entry is deleted from Clio
  • NetSuite — the calendar event status is set to CANCELLED (the record is preserved)