Help Center
Short video walkthroughs of every section in Appoiint. See real dashboard flows so you know exactly what to expect.
Dashboard overview
Your customisable widget grid at a glance. See how to add, browse, and arrange widgets to build the dashboard layout that works for you.
Creating and managing event types
Browse your event types, search the list, and launch the step-by-step wizard to create a new scheduling template with duration, location, and notification rules.
Managing bookings
See your booking stats, toggle between calendar and list views, cycle through day/week/month, and create a new booking with the guided wizard.
Video appoiints
Switch between upcoming and past meetings, view them on a calendar, and start a new video appoiint directly from the dashboard.
CRM pipelines and kanban board
See your deal pipeline as a kanban board. Switch pipelines, hover over deal cards, view stats, and create new deals from a modal.
Managing CRM leads
Filter leads by status and source, toggle between grid and list views, review stat cards, and add a new lead with the form wizard.
Helpdesk tickets
Browse open tickets, filter by status and priority, and create a new support ticket through the step-by-step wizard.
Customer management
Search and filter your customer list, open the advanced filter panel, and add a new customer record from the dashboard.
Subscription plans
View your subscription plans, open the detail view from the 3-dot menu, and create a new plan with the guided wizard.
Your Appoiint Card
See your public profile and QR code, browse the dropdown options, and scroll through your profile detail sections.
Overview & analytics
Your at-a-glance stats — total, completed and upcoming bookings plus completion rate — with booking-trend and status-distribution charts.
Calendar & availability
Navigate months, connect an external calendar, sync it, and add availability intervals so bookings only land when you are free.
Working hours & rules
Switch between overview, working-hours and preview, apply a template, set buffers and daily limits, then save your availability settings.
Calendar integrations
Launch the integration wizard, authorize your provider, and finish connecting Google or Outlook so meetings sync both ways.
CRM opportunities
Create an opportunity, edit its details, advance it through pipeline stages, and export your deal list — all from one view.
Live chat agent console
Refresh the queue, accept the next chat, attach files and emojis, transfer to a colleague, and resolve conversations cleanly.
Knowledgebase articles
Create a help article, edit it, and manage your knowledgebase so customers can self-serve answers before opening a ticket.
Satisfaction surveys
Review response totals, average rating and response rate, then filter and search survey results to spot trends in customer sentiment.
Business hub & payouts
Run the Stripe Connect setup wizard to take payments, then track revenue, successful payments and active subscriptions on one dashboard.
Custom domains
Add your own domain, submit it, and follow the DNS instructions to verify — so your booking page lives on your brand's URL.
Agent channels & DMs
Pick a channel or teammate, compose a message, and send — real-time direct messaging and channels for your agents and team.
PLAY with Appoiint
Explore the gamification hub — leaderboard, XP config, achievements, challenges and streaks — to reward engagement across your team.
API keys overview
See your API usage summary at a glance and start creating your first key to build on the Appoiint platform.
Managing API keys
Create a named key with an expiry and optional IP restrictions, copy it once from the success modal, then search and revoke keys as needed.
API usage & rate limits
Track total, successful and failed requests, average response time and rate limits, filtered by period and key with a live usage chart.
Webhooks
Register a webhook endpoint with a signing secret, then fire a test event and inspect the delivery result to confirm your integration works.
API documentation
Browse the in-dashboard docs — getting started, scheduling, users, webhooks and the full API reference — without leaving Appoiint.