CRM · FREQUENTLY ASKED QUESTIONS
Can I delete appointments from the CRM?
Whether you can delete appointments from the CRM, plus the safest next step.
CRM appointments can be deleted directly in the CRM. Open the appointment, click Delete, and confirm. The appointment is removed from the CRM and, if the appointment is synced from a connected Google or Outlook calendar, from the calendar event too.
How to delete an appointment
- Open CRM → Appointments.
- Click the appointment you want to delete.
- In the appointment modal, click Delete.
- A confirmation dialog asks you to confirm - click Delete again to proceed.
Deletion is permanent - there's no undo.
What happens on delete
| Where the appointment came from | What gets deleted |
|---|---|
| Booked by the AI SDR | Removed from the CRM. The underlying connected calendar event is also deleted, which sends a cancellation notice to the attendee. |
| Added manually in the CRM | Removed from the CRM. |
| Synced from connected calendar | Removed from the CRM and from the connected calendar. |
Cancelling vs deleting
Deleting sends a cancellation to the attendee if the event is on your calendar. If you just want to remove it from your CRM view without notifying the attendee, cancel the meeting on your calendar first (which lets you customize the message), then delete the appointment here.
If appointments aren't syncing at all
Check the calendar connection:
- Settings → Email & Calendar.
- Confirm Google or Outlook calendar is connected.
- If it shows disconnected, reconnect - new bookings will sync immediately; past events catch up within a few minutes.