Infinity3 Help Centre

Manage customer appointments from Infinity3 when you need to book on their behalf or change an existing meeting.

Before you start

You’ll need access to the relevant calendar and the customer’s contact details.

Book an appointment

1. Open Calendars → Calendar View.
2. Click New or select a time slot.
3. Choose the booking calendar and customer.
4. Enter the appointment title, start and end time, and meeting location or link.
5. Check the timezone, availability and details, then save.

You can also open a contact record and use Appointments → Add.

Reschedule an appointment

1. Open the existing appointment.
2. Use the available edit or reschedule option.
3. Choose the new date and time.
4. Check the timezone and meeting details, then save.
5. Confirm the updated time with the customer.

Cancel an appointment

Open the appointment and select the cancellation action or change its status to Cancelled, then save or confirm.

Let customers make changes

If your calendar allows cancellation and rescheduling, customers can use the links included in their calendar invite. Access may expire according to your booking policy.

Things to know

• Customer notifications depend on calendar and workflow settings.
• For recurring appointments, check whether the action affects one booking or the series.
• Review the appointment after saving to confirm the change.

If changes don’t appear correctly, contact Infinity3 with the customer and appointment details.