Appointments
Schedule and track client meetings, with one-click export to Google Calendar or .ics.
Note
Appointments are available on the Pro plan only.
Overview
The Appointments section lets you schedule, track and export client meetings directly from Cliento — without leaving your workflow. Every appointment is linked to a client and optionally to a project.
Access it from Dashboard → Appointments.
Scheduling an appointment
You can create a new appointment from two places:
- Global page — click New appointment from the Appointments page
- Client profile — click Schedule appointment from the header of any client page (pre-fills the client and their projects)
Required fields
| Field | Description |
|---|---|
| Title | Short label for the meeting (e.g. "Kickoff call", "Review session") |
| Date & time | Start and end time |
| Client | The client this appointment is linked to |
Optional fields
| Field | Description |
|---|---|
| Location | Physical address or video call link |
| Project | Link the appointment to a specific project |
| Description | Notes or agenda for the meeting |
Appointment list
The global Appointments page shows all your appointments with:
- Stats bar — total, upcoming, completed and cancelled counts at a glance
- Search — filter by title, client name, company or project name
- Status filter — Scheduled, Completed, Cancelled
- Period filter — Upcoming, Today, This week, Past, All
Appointments are sorted by date, closest first.
Appointment card
Each appointment displays its status visually:
| Color | Meaning |
|---|---|
| 🟢 Green | Today |
| 🟡 Amber | Within the next 7 days |
| ⚪ Gray | Further out or past |
| 🔴 Red | Cancelled |
Past and completed appointments are shown with reduced opacity to keep focus on what's coming up.
Calendar export
For any upcoming appointment, you can export directly to your calendar:
- Google Calendar — opens a pre-filled Google Calendar event in a new tab
- Download .ics — downloads a standard iCalendar file compatible with Apple Calendar, Outlook and any other calendar app
Tip
Use Download .ics to share the appointment with the client — they can import it into any calendar app without needing a Cliento account.
Deleting an appointment
Click Delete on any upcoming appointment card to remove it. Past and completed appointments cannot be deleted.
Note
Only appointments with Scheduled status and a future date can be deleted. This protects your history of past meetings.
Appointments on the client page
The client detail page includes an Appointments section showing all meetings scheduled with that client. The list is scoped to that client and defaults to upcoming appointments.
This gives you a quick overview of what's planned before a meeting or call — without leaving the client's profile.