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There are times when a calendar view just won't cut it for g= etting you a good idea of what you've got on your schedule in a given time = period. You don't want to see a week view or day view or even a month view.= You want to see a time frame that's really specific.
Or perhaps you want to be able to re-categorize appointments in bulk. In= stead of just clicking into an individual appointment from your calendar to= mark it as completed or cancelled, you'd prefer to mass select a group of = appointments and change their status all at once.
The Appointment Lists views are a great way to accomplish seeing a custo= m time range of your appointments in a given status as well as changing the= statuses of appointments in bulk.
In this documentation, we'll go through:
You'll see your list views under Appointments view= =E2=86=92 Appointment Lists
Your account has 6 appointment lists available to you:
Each of these lists will display any appointments with the respective st= atus whose appointment date falls within the date range of the time being v= iewed. We will walk through each list below and discuss the types of appoin= tments that are categorized underneath them.
If you have enabled the waitlist feature for your services and classes a= nd would like to see the clients who you have added to the waitlist or have= added themselves to, this is the list where you can find them. I recommend= reading our documentation on how t= o enable the waitlist for services and classes as well as how the waitlist settings work.
Pending appointments are added to this list if they are waiting confirma= tion from the staff or if they are awaiting payment (if you have set paymen= t required at the time of booking), this means that the appointment is not = yet in an Open status. Once the appointment has been accepted by the staff = or payment has been submitted then it will be moved to the Open appointment= s list.
Here's what the Pending Appointments list view will look like:
When an appointment is first created, it is placed in Open status. This = typically means that the appointment has yet to happen and thus there's no = need to mark it as Checked In or Completed yet. After the appointment date = passes, if you don't mark the appointment as completed or no show, it will = stay in open status (unless you have it set to auto-complete after a certain time peri= od).
The Open Appointments list shows your Open appointments and Checked In a= ppointments. From the Open Appointments list, you can move appointments to = any other status: Checked In, Completed, Cancelled, or No Show. You can als= o Export the Open Appointments list view over a= ny time period.
Here's what the Open Appointments list view will look like:
After you have successfully fulfilled an appointment with a client, you = can mark that appointment as completed. A nice follow up thank you email will be sent out to the client an= d the appointment will be re-categorized by its new status under your Compl= eted Appointments list.
From the Completed appointments list view, you can re-open, = ;= cancel, or mark appointments as no show in bulk to change the ap= pointment(s)' status and filter them under a different list.
Here's what the Completed Appointments list view looks like:
Whether you cancel an appointment set with a client or a client cancels = the appointment for him/herself, you'll find all of your cancelled appointm= ents in your Cancelled List.
You will not see your cancelled appointments on your Calendar view since= they have been cancelled and thus are not on your schedule any more. Movin= g them off you calendar shows that those timeslots are now open for booking= by another client.
From the Cancelled list, you can re-categorize appointments as Compl= eted or No Show or you can re-open cancelled appointments= a>. The Cancelled List is also the only place to delete appointments from.
Here's what the Cancelled Appointments list view looks like:
Clients that don't make it to their appointment time can be listed as No= Shows. All of these appointments display under the No Show appointment lis= t.
Unlike Cancelled appointments, No Show appointments are not removed from= your calendar to open up availability for other bookings.
You can Check In appointments from the No Show view (in case you pree= mptively marked them as No Show before they arrived), can change their status = to Completed, can move them to Cancelled which would clear them f= rom your calendar view, or you can re-open the appointment.
Here's what the No Show Appointments list view looks like:
If you've added any time off periods to your schedule (maybe for a vacation or maybe just <= a href=3D"/wiki/spaces/TmTapBO/pages/491796/Adding+a+Time+Off+for+a+day+or+= less" data-linked-resource-id=3D"491796" data-linked-resource-version=3D"12= " data-linked-resource-type=3D"page">for a 2 hour doctor's appointment)= , you can see and manage your Time Off entries from= the Time Off list.
These entries also display on your calendar view as they are blocking of= f your availability for scheduling. You can Edit and Delete time offs, but = they do not exist in different statuses like the appointments described abo= ve.
Here's what the Time Off List view looks like:
The appointments that display on the appointment lists described in the section = above are filtered not only by status but also by the Date Range s= elector shown at the top of each list view:
This filters the list you are viewing to appointments that are set for d= ates that fall within the range selected. There are a number of preset opti= ons you can choose to view such as Today, Yesterday, Tomorrow, Next 7 days,= Next 14 days, and This Month:
You can also select a custom range to display by selecting the "Custom R= ange" option and entering the starting point of the range on the left side = calendar and the end point of the range on the right side calendar:
After selecting the 2 dates to define your range, hit "Submit" and your = list will re-filter to display only appointments that fall between those 2 = dates:
On each of the list views mentioned in the first section of this documentation= a>, you'll see a dropdown labeled "Status" that allows you to change the st= atus of the selected appointments in that list:
The selections in the dropdown can be used to move appointments from the= current list into other list views. All you have to do is select the check= boxes next to the appointment(s) that you want to re-categorize and click = on the Status dropdown and select a status option to move them to that list= :
You'll get a pop up window to confirm that you want to make these change= s to the appointments selected. After clicking Confirm from the pop up wind= ow, the screen will refresh and you'll see your selected appointments in th= e new list view.
Did we miss anything in our discussion about navigating through your lis= t views? If so, please contact our support team an= d we'll be sure to update our documentation.