Once appointments are added to your schedule, the next thing to ensure is that you are managing them properly. So, what does it mean to "manage your appointments properly"? Glad you asked
The first thing you'll want to make sure you're doing is managing the statuses that your appointments are in. All of your appointments go through their own unique lifecycle:
While some of these statuses can be applied automatically, others of them you'll have to make sure to set yourself. Once the proper statuses are applied, the appointments will filter into the proper list views for you to find.
There are several other things you can do to help you manage your appointments better:
All of these things can be done from the Appointment Detail page for the appointment.
The rest of the pages in this section of our documentation go over the different management tools that you can use on your appointments. If you have any questions after reading through this documentation section on managing appointments, please get in contact with our support team and we'd be happy to help!