Navigating through Lists
There are times when a calendar view just won't cut it for getting 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. Instead 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 lists view is a great way to accomplish seeing a custom 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:
Where you'll find your Appointment Lists:
You'll see your list views under Appointments → Lists
Your account has 6 lists available to you:
Each of these lists will display any appointments with the respective status whose appointment date falls within the date range of the time being viewed. We will walk through each list below and discuss the types of appointments that are categorized underneath them.
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.
The Open Appointments list shows your Open appointments and Checked In appointments. From the Open Appointments list, you can move appointments to any other status: Checked In, Completed, Cancelled, or No Show.
Here's what the Open Appointments list view will look like:
Once a client comes in for his or her appointment, you can mark the appointment as Checked In and apply a Checked In time stamp to the appointment. All the appointments that you have currently Checked In can be viewed next to one another in the Checked In list.
From the Checked In list view, you can check the appointment out as completed or you can check it out as a no show. You can also re-open the appointment to move it out of the Checked In list.
Here's what the Checked In 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 send out to the client and the appointment will be re-categorized by its new status under your Completed Appointments list.
From the Completed appointments list view, you can re-open, cancel, or mark appointments as no show in bulk to change the appointment(s)' status and filter them under a different list.
Here's what the Completed Appointments list view looks like: