# Appointment confirmation checklist

Use this after your personal assistant returns from a call. This blank checklist is a template, not a completed booking record.

1. Correct destination: did the caller reach the intended business, branch and scheduling desk?
2. Actual outcome: did staff confirm a booking, offer a time, acknowledge a message, request a callback, or leave the task unresolved?
3. Date and time: are the full date, local time and timezone clear? Mark any missing part unknown.
4. Booking details: are the provider, location, party size or service details correct for your task?
5. Existing appointment: was it still active, already canceled, moved or left unchanged? Keep that separate from the new slot.
6. Costs and terms: what deposit, cancellation terms or other charges were explicitly discussed? A missing card request does not establish a free cancellation policy.
7. Arrival: what did the business say about when to arrive and what to bring? Preserve the scope of instructions for that specific visit.
8. Evidence: identify the staff confirmation or exact conditional wording in the transcript and link the available recording.
9. Written confirmation: distinguish what was promised from what you independently received.
10. Remaining work: list unanswered questions, choices requiring your decision and any authorized next call.
11. Calendar: has a separate calendar action been requested and verified? A confirmed phone booking alone does not prove it.
12. Attendance: leave arrival and completed service unverified unless you have separate evidence.

## Suggested result format

Status:
Confirmed details:
Evidence:
Unresolved questions:
Next decision:

## Outcome examples from published calls

Doctor appointment: a replacement was confirmed for Thursday, October 8, 2026 at 1:30 PM. The original 10 AM slot was already canceled before the call.

Dinner reservation: staff confirmed four people for Thursday, October 8, 2026 at 7:30 PM. Cancellation terms remained unknown.

Arrival update: the desk said a 10:10 AM arrival for a 10 AM appointment should be okay. This was conditional acknowledgment, not a new booking or proof of attendance.

Recordings and full context: https://call4.me/blog/ai-personal-assistant-appointment-booking