Offerbolt

Never Miss a Booked Appointment Again

This quick video shows you exactly where to find appointments the bot has scheduled with your leads—so you can follow up, close faster, and stay organized.

Track booked leads in the Opportunities Pipeline

View upcoming appointments in your Calendar

Get a full overview in the Appointment List View

- Track booked leads in the Opportunities Pipeline
- View upcoming appointments in your Calendar
- Get a full overview in the Appointment List View

🔍 Pro tip: Make sure you're viewing the Appointments Calendar—not your personal one—or you'll miss key meetings.

Watch now to streamline your daily workflow and keep your pipeline moving. ​

How to View Appointments Booked by the Bot

Quickly locate and review all appointments your bot has scheduled—across every relevant section of the system. ​ ​Steps Covered

Accessing Opportunities <a href="https://www.loom.com/share/9e0e14a4a8fc418f81f3e7a1c920180d?t=0" rel="nofollow noopener noreferrer" target="_blank">0:00</a>

Checking the Calendar <a href="https://www.loom.com/share/9e0e14a4a8fc418f81f3e7a1c920180d?t=36" rel="nofollow noopener noreferrer" target="_blank">0:36</a>

Viewing Appointment List <a href="https://www.loom.com/share/9e0e14a4a8fc418f81f3e7a1c920180d?t=57" rel="nofollow noopener noreferrer" target="_blank">0:57</a> ​

1. Accessing Opportunities <a href="https://www.loom.com/share/9e0e14a4a8fc418f81f3e7a1c920180d?t=0" rel="nofollow noopener noreferrer" target="_blank">0:00</a>
2. Checking the Calendar <a href="https://www.loom.com/share/9e0e14a4a8fc418f81f3e7a1c920180d?t=36" rel="nofollow noopener noreferrer" target="_blank">0:36</a>
3. Viewing Appointment List <a href="https://www.loom.com/share/9e0e14a4a8fc418f81f3e7a1c920180d?t=57" rel="nofollow noopener noreferrer" target="_blank">0:57</a> ​

Missed appointments = missed deals. This guide shows exactly where to find appointments the system books for you—so nothing slips through the cracks.

1. Opportunities Pipeline — <a href="https://www.loom.com/share/9e0e14a4a8fc418f81f3e7a1c920180d?t=0" rel="nofollow noopener noreferrer" target="_blank">0:00</a>

Appointments appear under the Appointments stage—this shows leads the bot successfully scheduled

- Go to Opportunities
- Select the Lead Pipeline
- Appointments appear under the Appointments stage—this shows leads the bot successfully scheduled

✅ Use this to track which stage each lead is in and follow up fast. ​

2. Calendar View — <a href="https://www.loom.com/share/9e0e14a4a8fc418f81f3e7a1c920180d?t=36" rel="nofollow noopener noreferrer" target="_blank">0:36</a>

Click Calendar in the left-hand menu

Make sure you’re on the Appointments Calendar, not a personal or default one

- Click Calendar in the left-hand menu
- Select Appointments
- Make sure you’re on the Appointments Calendar, not a personal or default one

⚠️ Wrong calendar = zero visibility. Always confirm you're looking at the Appointments Calendar. ​

3. Appointment List View — <a href="https://www.loom.com/share/9e0e14a4a8fc418f81f3e7a1c920180d?t=57" rel="nofollow noopener noreferrer" target="_blank">0:57</a>

- Upcoming Appointments
- All Appointments
- Canceled Appointments

- Navigate to Appointment List View
- You'll see a breakdown of:
 - Upcoming Appointments
 - All Appointments
 - Canceled Appointments

📊 This view is best for a quick overview or filtering by date, status, or rep.

Not in the right section? You won’t see the appointments. Double-check you’re in the correct view: Opportunities, Calendar, or Appointment List.

On the wrong calendar? Bot-booked appointments won’t show. Always switch to the Appointments Calendar.

- Not in the right section? You won’t see the appointments. Double-check you’re in the correct view: Opportunities, Calendar, or Appointment List.
- On the wrong calendar? Bot-booked appointments won’t show. Always switch to the Appointments Calendar.

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Check these views daily—especially before follow-up calls

Sync with your mobile calendar if available

Use appointment statuses to prioritize your day (Confirmed, Pending, No Show, etc.) 

- Check these views daily—especially before follow-up calls
- Sync with your mobile calendar if available
- Use appointment statuses to prioritize your day (Confirmed, Pending, No Show, etc.)

See where your bot-booked appointments live inside OfferBolt—Opportunities, Calendar, and Appointment List View—so you never miss a lead.