> For the complete documentation index, see [llms.txt](https://showreward.gitbook.io/showreward-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://showreward.gitbook.io/showreward-docs/daily-operations/appointments.md).

# Add and manage appointments

Use **Appointments** to view scheduled calls and their outcomes. Each appointment belongs to a campaign and a call type.

## Add one appointment

Before starting, create the campaign and its call types.

1. Open **Appointments** and select **New appointment**.
2. Enter **Full name**, **Email**, and **Date and time**. Add a phone number and choose the source where appropriate.
3. Select the **Campaign** and the correct **Call type**.
4. Choose a **Closer** to assign the call.
5. Select **Create appointment and lead**.
6. Find the new appointment in the list and check its date, campaign and closer.

The date-and-time input uses your browser's local time. Appointment lists show the display time zone in the column heading. Check both when your team works across time zones.

ShowReward can reuse an existing lead with the same email in the project. A further appointment is not automatically a further reward: rewards are associated with the lead and campaign.

## Import a CSV

1. Select **Import CSV**.
2. Choose the campaign for all rows in this file.
3. Prepare a CSV with these supported column names:

```csv
full_name,email,phone,source,scheduled_at,closer_id,call_type_key
Alex Example,alex@example.com,,Referral,2027-01-15T10:00:00Z,,
```

4. Select **Select file** and upload the CSV.
5. Read the import result. It reports created, skipped and failed rows. Correct failed rows before retrying.

Include a full name and email for every participant. Supply `scheduled_at` explicitly as a date and time with a time-zone offset, such as `2027-01-15T10:00:00Z`, so the intended appointment time is clear. `closer_id` and `call_type_key` are internal identifiers, not display names. Leave optional identifiers blank if you do not know them; when the call type is omitted, ShowReward uses the campaign's first active type.

The import recognizes appointments it has already imported for the same lead, campaign and scheduled time. Review the result after every import.

## Cancel a scheduled appointment

Select the checkbox beside a **Scheduled** appointment, then choose **Cancel appointments**. Add a reason if useful and select **Confirm cancellation**. You can also cancel a scheduled appointment from the lead record.

Only scheduled appointments can be cancelled through this action. Use **Validations** to record attendance or a no-show after a call.


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