Appointment ID
AP-000123
Customer Details
Customer name
John Carter
Contact details
john@example.com
+1 555 123 4567
Linked lead/contact
Lead #LE-0042
Service Details
Service name
Premium Consultation
Duration
60 min
Price
$120.00
Provider
Jane Smith
Vendor
Acme Partners
Buffer times
Before: 10 min · After: 10 min
Appointment Information
Appointment date
25 Nov 2025
Timezone
UTC +02:00
Start time
10:30
End time
11:30
Location
Online · Zoom Meeting
Notes from client
Please focus on onboarding strategy and Q4 roadmap.
Internal notes
First meeting after trial sign‑up. Prepare proposal.
Attachments
- Proposal.pdf 120 KB
- Office-layout.png 540 KB
Activity Log
-
Status changed to In‑progressby Jane Smith · 25 Nov 2025, 09:12
-
Appointment converted to Opportunityby Admin · 24 Nov 2025, 17:03
-
Internal note added“Customer mentioned interest in yearly plan.” · 24 Nov 2025, 16:40
Timeline History
Created
Appointment created by Admin
23 Nov 2025, 11:15
Approval
Approved by Jane Smith
23 Nov 2025, 14:22
Reschedule
Rescheduled from 24 Nov to 25 Nov
24 Nov 2025, 10:05
Reminder
Reminder email sent to client
24 Nov 2025, 18:00
Upcoming
Appointment scheduled
25 Nov 2025, 10:30