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How to View and Manage Candidate Bookings in FranFlow

Once candidates begin booking meetings, FranFlow gives you two main ways to view and manage your schedule:

  1. Calendar View – a visual schedule of meetings

  2. Appointment List View – a detailed list of all booked appointments

Both views allow you to:

✔ See upcoming candidate meetings
✔ Edit appointment details
✔ Cancel or delete bookings
✔ Filter by user, calendar, or date
✔ Add new appointments manually

Understanding both views will help you manage your schedule more efficiently.

Where to Find Your Calendar

To view scheduled appointments:

  1. Log into FranFlow

  2. Click Calendars in the main menu

You will now see your Calendar View, which displays appointments visually by date and time.

Calendar View (Visual Schedule)

The Calendar View shows meetings in a traditional calendar format.

You can switch between:

  • Day view

  • Week view

  • Month view

Each appointment appears as a scheduled block on the calendar.

How to Access Appointment List View

In addition to the calendar layout, FranFlow also offers an Appointment List View.

This view shows meetings in a structured list instead of a calendar.

You can see:

✔ Contact name
✔ Appointment date and time
✔ Assigned user
✔ Calendar used
✔ Appointment status

This view is helpful when managing multiple meetings or reviewing upcoming calls quickly.

  1. Go to Calendars

  2. Select Appointment Listing (or List View)

You will now see all scheduled appointments in table format.

How to Add a New Appointment

You can manually schedule a meeting for a candidate. There's a few ways you can add an appointment:

  1. From Calendar View

  2. From Appointment View

  3. From a Candidate Profile

  4. From an Opportunity

Candidates can schedule on your calendar directly using a Calendar Link. To review how to manage and edit calendar links, check out our article on Creating Calendars

There's multiple ways to add an appointment to make it easier depending on where you're at in FranFlow at the time you need to schedule an appointment.

🪄 Best Practice: Add from the Appointment View or Candidate Profile

To add a meeting:

Using Calendar View:

  1. Go to Calendars

  2. Click the + New button

  3. Select the calendar you want to use

    1. Note: It will default to the one you're currently viewing or have filtered. Check out filtering calendars for more information.

  4. Enter the Contact name

  5. Select the meeting date and time

  6. Add location details (Zoom, phone, etc.)

  7. Click Save

The meeting will now appear on the calendar and inside the Contact record.

Using Appointment View

  1. Go to Calendars

  2. Select Appointment View

  3. Click the + New Appointment button

  4. Select the calendar you want to use

    1. Note: It will default to the one you're currently viewing or have filtered. Check out filtering calendars for more information.

  5. Enter the Contact name

  6. Select the meeting date and time

  7. Add location details (Zoom, phone, etc.)

  8. Click Save

Using Candidate Profile

  1. Select Contacts

  2. Search your candidate

  3. Select the Calendar Icon on the right side of the profile

  4. Select Add + at the top

  5. Select the calendar you want to use

  6. Enter the Contact name

  7. Select the meeting date and time

  8. Add location details (Zoom, phone, etc.)

  9. Click Save

From an Opportunity

  1. Select Opportunities

  2. Select the Opportunity that's associated with your candidate you're wanting to schedule with

  3. Select Book/Update Appointments

  4. Select the calendar you want to use

  5. Enter the Contact name

  6. Select the meeting date and time

  7. Add location details (Zoom, phone, etc.)

  8. Click Save

How to Edit an Appointment

If you need to change meeting details, you can use any of the methods listed above to locate the calendar invite. That includes:

  1. From Calendar View

  2. From Appointment View

  3. From a Candidate Profile

  4. From an Opportunity

Once you locate the appointment, make the necessary updates:

  1. Select Edit

  2. Update details such as:

    • Date or time

    • Meeting location

    • Assigned user

  3. Click Save

The updated meeting will automatically update for the contact.

How to Delete or Cancel an Appointment

If a meeting is no longer needed:

  1. Click the appointment

  2. Select Delete or Cancel

  3. Confirm the change

This removes the appointment from the calendar.

Important:
Deleting the meeting does not delete the contact record.

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