Documentation · People & sessions
Appointments
Appointments are your calendar of sessions — who you’re meeting, when, where, and whether the meeting has been invoiced yet. Most of them arrive automatically from Cal.com; you can also add or adjust one by hand.
Appointments arriving from Cal.com
Once you’ve connected a Cal.com account (see the setup guide at /guides/connect-cal-com), bookings made through your Cal.com scheduling page come into Directee as appointments — title, attendee name and email, date, start and end time, location, and any reschedule or cancel links Cal.com provides. On the Appointments list, a Sync Cal.com Bookings button pulls in bookings on demand for directors with valid Cal.com credentials.
Create or edit an appointment manually
Not every session has to come from Cal.com. You can add one directly, which is useful for a phone call or an in-person meeting that was never booked online.
- In the left navigation, open Appointments.
- Click New Appointment.
- Fill in the title, description, and attendee name and email. Add any additional guests by email.
- Choose a location type — In-person, Zoom, Phone, or Video — and set the date, start time, and end time.
- Save.
Editing works the same way: open an existing appointment and change any field, including the date, time, location, or attendee details.
Changing which directee an appointment belongs to
Each appointment can be linked to a directee through the Person field. Linking it connects the appointment to that directee’s record and, if the directee has a default service set, fills in the appointment’s service automatically. To change the link, open the appointment, update Person under Additional Information, and save — you can also clear it if the appointment shouldn’t be tied to a directee at all.
How appointment status works
Directee doesn’t use a single status field — it works out where an appointment stands from a few pieces of information. An appointment is upcoming if it hasn’t been cancelled and its end time is still in the future; it’s completed once that end time has passed (and it wasn’t cancelled). Cancelling an appointment sets a Cancelled At timestamp and, optionally, a cancellation reason, both visible on the appointment record. The Appointments list lets you filter by date range, location, and whether an appointment is cancelled.
Appointments and invoicing
Every appointment carries an Invoiced flag (is_invoiced). It starts off, and once it’s on, Directee treats that appointment as billed and won’t create another invoice for it. On a completed appointment that isn’t yet invoiced, a Mark Meeting Ended action is available — using it can create an invoice or a batch invoice item, depending on your account’s settings and whether the appointment has a service and a linked directee. The appointment’s infolist shows the Invoiced status as a badge, along with the service that was used or would be used to bill it.