Error Resolution

An appointment enters the Error state when Attendara cannot extract a valid customer identifier (an email address or phone number) from the calendar event. No notifications can be sent until the error is resolved.

Why errors occur

• The calendar event description does not contain an email address or phone number.
• The event is a personal reminder or internal meeting with no customer attached.
• The contact details are in a format Attendara's AI did not recognise.

Finding error appointments

Incomplete appointments appear in two places:

1. The Action Required panel on the right side of the dashboard, tagged with an Incomplete badge.
2. If you have enabled Notify about incomplete appointments in Preferences, you'll receive an email alert too.

Fixing an error — the Fix Appointment page

Click Associate on the Incomplete card to open the Fix Appointment page. It has two tabs:

Tab 1: Select Existing Customer

1. Use the search field to find the customer by name, email, or phone number.
2. Select the customer from the results list.
3. Click Fix Appointment. The appointment is linked to that customer and moves to Pending status.
4. Any notification rules that should have fired (e.g. an initial confirmation) are triggered immediately.

Tab 2: Create New Customer

1. The customer's name is pre-filled if Attendara was able to extract it from the event description.
2. Enter or confirm the customer's name, email address, and/or phone number.
3. Click Fix Appointment. A new customer record is created, the appointment is linked, and notifications are triggered.

Preventing errors in the future

• Always include an email or phone in the event description. Even a single line like jane@example.com is enough.
• Use Custom Fields if you want to capture structured data from event descriptions. See Custom Fields.
• Mark personal events as private in your calendar — private events are ignored by Attendara entirely.

Ignoring an error appointment

If an incomplete card doesn't correspond to a real customer appointment — for example, a team meeting you forgot to mark as private — you can remove it from Attendara without affecting the original calendar event.

1. Click Associate on the Incomplete card to open the Fix Appointment page.
2. Click the Delete Appointment button.
3. The appointment is removed from Attendara. The calendar event remains unchanged.