Appointment/Event List View
Get a “bird’s eye” view of your workweek with the Appointment and Event List View and see your bookings in a list rather than on one calendar. Using the list view, you can apply various filters to create insightful summaries and reports. Cut down on administrative work and take action quickly by managing multiple appointments at a time with bulk actions!
To switch to list view, click on Calendar > Appointment List to view your appointments and Calendar > Event List to view events.
Appointment List View
- Search bar: Search for appointments by client name and by service name (such as 'Massage' to pull up all massage services).
- Filter and Sort: You will find filter and sort options on the left-hand side and your appointments will be listed on the right.
- Row Actions: Click the ⋮ icon next to any appointment to take actions right from the appointment list such as cancel, reschedule, reassign, duplicate and more.
- Bulk Actions: Select multiple appointments using the checkboxes to access bulk appointment management actions like accept and cancel.
Filter Appointments
By default, the appointment list view will list upcoming appointments for the next 30 days - you can clear these filters and apply your own. To filter your appointments, use the filters in the left-hand pane. If you do not see the Filter and Sort pane, it may be collapsed. Click the filter icon to open it back up:
|
Filter |
Filter Description |
| Appointment Status | Filter out appointments based on their status, such as Completed, Canceled, Pending, etc. |
| Staff | Filter appointments assigned to a specific staff member(s). |
| Appointment Date | Filter out appointments that lie within a date range. |
You can apply multiple filters at a time by expanding and selecting multiple options, creating a robust and specific view.
Sort Appointments
Sort appointments by clicking on the Sort dropdown.
You can sort appointments by Date. Click on the (asc) or (desc) order indicator to toggle between ascending and descending order.
Bulk Actions
With the Appointment list view, you can select multiple bookings using the checkboxes and then perform bulk actions like accepting a number of requests or canceling appointments (Click More to expand more action options).
- Select the appointments you wish to edit.
- Bulk actions will appear at the top of the Appointments list.
The following bulk actions are currently available:
|
Action |
Action Description |
| Cancel | Cancel multiple appointments. You have the option to send a cancellation note along with the notification email to clients. The payment request associated (if any) will also be canceled. |
| Accept | Accept pending appointment requests. This will change the status of the requests to 'Scheduled' and push a confirmation email to the client and the staff member. |
| Message | Send a message to all clients with the selected appointments. |
| Mark as "No Show" | Mark a missed appointment as a client "no show". This does not cancel the associated payment request. You can send a 'missed note' to the client with a button prompting them to reschedule at a later date. |
Event List View
- Search bar: Search for event name.
- Filter and Sort: You will find filter and sort options on the left-hand side and your appointments will be listed on the right.
Filter Events
| Filter | Filter Description |
| Event Status | Filter out appointments based on their status, such as Completed, Canceled, Pending, etc. |
| Staff | Filter out events assigned to a specific staff member(s). |
| Event Date | Filter out events that lie within a date range. |
Sort Events
Sort events by clicking on the Sort dropdown.
You can sort events by Date. Click on the (asc) or (desc) order indicator to toggle between ascending and descending order.
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