Appointments: Stay On Schedule

Part of the In-Depth Guides series.

What Are Appointments?

An Appointment is anything that has a "when" and requires you to be there. Meetings, doctor visits, client calls, reservations. If it happens at a specific time and you need to show up, it belongs here.

Unlike a Pin, which is just stored information, or a Task, which is something you need to do, an Appointment is about presence. You are not just completing it, you are attending it.

Just mention it naturally and ChatNotr keeps track of it and surfaces it at the right time so you do not miss it.

How to Save an Appointment

(Utilizing your assistant through the chat screen)

Just tell ChatNotr what it is and when. Every appointment requires a date and time, so be sure to include both in your message.

ChatNotr picks out the event name, date, and time from what you said and pre-fills the Appointment form for you. The save screen opens so you can confirm everything looks right. If any detail is off, you can fix it right there before saving. What gets stored is exactly what you intended.

How to Retrieve an Appointment

(Utilizing your assistant through the chat screen)

Ask about your schedule the way you'd ask another person. You don't need exact wording. Just describe what you're looking for or ask about a time period.

How to Edit or Delete an Appointment

To edit or delete an Appointment, look for the delete mode toggle in the top right of your screen and turn it on.

ChatNotr app on a phone showing the delete mode toggle button located at the top right of the screen
The delete mode toggle sits at the top right of the screen. Turn it on to edit or delete your Appointments.

Once delete mode is on, your saved Appointments become interactive:

ChatNotr will not ask for confirmation. This is intentional by design. The delete mode toggle acts as your safeguard, so once you turn it on, editing and deleting is smooth and uninterrupted.

Adding Appointments Manually

An Appointment needs three things: the details of the event, a date, and a time. The details describe what the event is about. The date and time tell ChatNotr when it happens so it can surface it at the right moment.

You can be as detailed as you want like adding location, a contact name, what to bring, or anything else worth remembering.

If you prefer to add an Appointment manually, tap the New button at the bottom of the screen and fill in the details yourself.

ChatNotr Appointments screen showing the New button at the bottom for manually creating a new Appointment
Tap the New button at the bottom of the Appointments screen to create an Appointment manually.
ChatNotr app on a phone showing the add appointment form with fields for title, date, time, and notes
Fill in the title, date, and time to save a new appointment. Add an optional note for any extra detail worth keeping.

You can also search Appointments directly from the Appointments screen. Just type a keyword or date into the search box and press the search button to filter the cards.

ChatNotr Appointments screen showing the search box filtering appointment cards in real time
Type a keyword or date in the search box and your Appointment cards filter instantly to what's relevant.

ChatNotr filters your saved Appointments and displays matching results as cards you can swipe through. The list is already narrowed to what's relevant, so finding your appointment takes just a swipe or two. Swipe up or down to browse through your Pin cards.

Keywords: Use some keywords to search your appointments.

Date: To select a single day, tap the same date twice. To choose a range, select a start date and an end date. Make sure the search option is set to “Date” to use this feature.

ChatNotr calendar showing how to select a single date or a date range
You can select a single date by tapping the same day twice or choose a start and end date to create a range.

Appointment Cleanup

A new Cleanup button has been added to automatically delete all expired appointments. Instead of removing appointments one by one, you can now clear all expired appointments instantly with a single tap. A confirmation pop up will appear before deletion to help prevent accidental removal of appointments.

ChatNotr appointments cleanup button for deleting all expired appointments at once
Tap the Cleanup button to delete all expired appointments at once. A confirmation pop up will appear before anything is removed.

Examples of What to Schedule

If it has a date and time and requires you to be present, it belongs in Appointments:

ChatNotr knows when to open the Appointments screen for you, but you can also get there yourself in two ways: by tapping the tab icon at the top of the screen, or by swiping left or right to move between screens. Be sure to turn off the delete mode toggle so you don't accidentally delete your appointments.

ChatNotr app on a phone showing the tab icons at the top of the screen used to navigate to the Appointments screen
Tap the tab icon at the top of the screen or swipe left or right to navigate to and from the Appointments screen.

Tips

What's Next?

Continue to the Tasks Category to learn how ChatNotr helps you organize and manage your to-do items efficiently.

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