How to Use the Appointments Booked Report

Summary

Overview: The Appointments Booked report lists the appointments booked through your connected calendar in a date range, with meeting times, links and status, and flags meetings that have passed without an outcome.

Prerequisites:

• You are a Sales Manager or the Admin.
• A calendar is connected (Cal.com or TidyCal). See How to Connect Your Calendar (Cal.com or TidyCal).

Step-by-Step Instructions

Step 1: Open the report

1. Go to Dashboard.
2. On the Appointments tile, click View. The report opens with the same date preset as the Dashboard.

Step 2: Set the date range

1. Click the date button at the top right, pick a preset or Custom, and click Apply. The range is based on the date the appointment was booked, not the meeting date.

Step 3: Read the table

1. The line above the table shows the total, for example Showing 3 appointments booked.
2. Meetings are sorted by meeting date, earliest first. Columns:
   • Booking Date: when the customer booked.
   • Contact Name (click to open the lead), Company and Email Address.
   • Meeting Date and Meeting Time. A past meeting date with no outcome recorded shows in red.
   • Duration: in minutes.
   • Meeting Link: click View to open the meeting link in a new tab.
   • Priority: Hot, Warm or Cold.
   • Appointment Status: from your calendar: Confirmed, Canceled or Rescheduled.
   • Status: the outcome recorded for the meeting: Completed, No Show, Rescheduled or Canceled. Set status means none is recorded yet.
   • Response Time: time from the lead arriving to the booking. Over 1 hour shows in red.
   • Needs Update: an alert icon means the meeting has passed and no outcome is recorded.
3. Click a row to open the lead.

Step 4: Search and export

1. Type in Search name, company, email... to filter.
2. Click Export CSV to download the rows shown. The file is named appointments- plus today's date.

Verify It Worked

Success criteria:

• The table lists appointments booked in the range you chose.
• Each meeting's date, time and link match your calendar.

Troubleshooting

Common errors

• "No appointments found for this period.": nothing was booked in the range, or nothing matches your search. Fix: widen the date range, clear the search, or check your calendar connection in Settings › Connectors.

Limitations & considerations

• The report includes canceled and rescheduled bookings. The Dashboard's Appointments tile counts only confirmed ones, so the numbers can differ.
• The table shows up to 100 appointments at a time. Narrow the range or search to find others.

Next Steps & Related Resources

• Next steps:
  • How to See Your Appointments
• Related articles:
  • How to Read the Dashboard
  • How Pippin Sends a Booking Link
  • How to Connect Your Calendar (Cal.com or TidyCal)

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/13/2026