Navigating through Appointment Lists

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 Appointment Lists views are 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:

• What appointment lists are on your account

• Setting a time range for your list view

• Changing an appointment's status on a list view

Where you'll find your Appointment Lists:

You'll see your list views under Appointments view → Appointment Lists

Open

The Lists available on your account

Your account has 6 appointment lists available to you:

1. Waitlist

2. Pending appointments

3. Open appointments

4. Checked In appointments

5. Completed appointments

6. Cancelled appointments

7. No Show appointments

8. Time Off

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. 

Waitlist

If you have enabled the waitlist feature for your services and classes and 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 to enable the waitlist for services and classes as well as how the waitlist settings work. 

Pending Appointments

Pending appointments are added to this list if they are waiting confirmation from the staff or if they are awaiting payment (if you have set payment 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 appointments list.

Here's what the Pending Appointments list view will look like: 

Open

Open Appointments List

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 period).

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. You can also Export the Open Appointments list view over any time period.

Here's what the Open Appointments list view will look like:

Open