Calendar & Appointments

Schedule appointments, sync calendars, and manage availability.

• Get started with the calendar and appointmentsLearn how the Calendar and Appointments pages work together to manage your schedule in SAMI OS.
• Navigate the calendar month viewMove between months, jump back to today, and open any day to see its appointments and tasks.
• Filter what shows on your calendarUse the Filter menu to show or hide appointments, tasks, and completed tasks on your calendar.
• Create an appointment or task from the calendarAdd an appointment or task straight from the calendar using the New Event dialog, without leaving the page.
• Schedule a new appointmentCreate a showing, consultation, or closing on the New Appointment form and link it to a contact.
• View and manage your appointments listRead the Appointments list at a glance and expand any row to see and edit the full details.
• Edit, reschedule, or update an appointmentChange the title, time, location, contact, or notes on any appointment with inline edits that save the moment you finish.
• Track appointment outcomesLog what happened after a showing or consult by setting an appointment's outcome to keep your pipeline and reporting accurate.
• Work with tasks on the calendarSee dated tasks alongside appointments, complete them in one click, and add new tasks right from the calendar.
• Set your SAMI call transfer availabilityChoose the hours, days, and phone number SAMI Bots use when transferring live callers to you.
• Manage team availability for SAMI call transfersSet each teammate's call hours and transfer phone so SAMI Bots route live calls to the right people.
• Automate follow-up when an appointment is bookedUse the Appointment Created trigger to fire a workflow that confirms or reminds about every new appointment.