Want to see your open appointments? Easy! You can view your open appointments or appointments that are waiting to be completed from the "List" menu tab. From this tab you can also view your open classes, closed classes, upcoming appointments including those synced through your Google Calendar, completed appointments, cancelled appointments, pending appointments, no-shows, appointment invoices, and your wait list. Whether you would like to view a pending appointment that has not been paid for yet, or an appointment that had been completed two weeks ago, the List Views tab is your go-to. In this documentation you will learn how to view appointments from the "List Views" tab through the various options available.
- Open Appointments
- Open Classes
- Closed Classes
- Upcoming Appointments
- Upcoming with Appointments Synced through your Google Calendar
- Completed Appointments
- Cancelled Appointments
- Pending Appointments
- Appointment No-Shows
- Appointment Invoices
- Wait List
To view a list of your open appointments from the "Main" menu tab and My Calendar page, simply click the "List" menu tab:
Once you've clicked the "List" menu tab, click "Open Appointments" and this will show you a list of all of the appointments that are open with you for your services.
From here you have several options. You can do the following:
- View the Appointment Detail screen by clicking on the search glass button: This will allow you to see the specifics of the appointment to include the location, staff, service, client, time, & additional features that you can learn more about by visiting our documentation for Viewing the Appointment Detail Page.
- Mark an appointment as Cancelled: Marking an appointment as Cancelled from the Open Appointments List View will transfer the appointment over to the Cancelled Appointment List View. You can learn more about this feature in the Canceling Appointments documentation.
- Mark an appointment as Completed: Marking an appointment as Completed from the Open Appointments List View will transfer the appointment over to the Completed Appointment List View. You can learn more about this feature in the Marking Appointments as Completed documentation.
- Mark an appointment as a No Show for a client that did not keep the appointment: Marking an appointment as No Show from the Open Appointments List View will transfer the appointment over to the No Shows Appointment List View. You can learn more about this feature in the Marking Appointments as No Show documentation.
- Send an email to the selected clients by placing a check in the checkmark box: You can send an email to certain clients while on the Open Appointments page by placing a check in the checkmark boxes beside the appointments that particular clients as scheduled for, and then clicking the "Send Email to selected" button. As an example, I have placed checks beside appointments for Kelly Wright & Thomas Wright to send them both an email. You can learn more about this feature in the Sending Bulk Emails for Appointments documentation.
And that briefly covers the actions you can carry out while on the Open Appointments page under the "List" menu tab.
In the Open Classes List View, you can view all of the classes that are currently open or have not been completed with your clients.
From this list view you'll be able to see Date, Start Time, End Time, Class, Staff, Location, Max Capacity, Filled, Available, & Room Number for appointments.
If you click on one of the open classes, you'll be directed to the Class Attendees List which will show you the following:
- The class attendees (who in this example are Thomas Wright & Kelly Wright for a Farm Tour)
- The number of clients who have registered for your class
- The number of clients who are on your Waiting List – *Please note: Only checkAppointments Business users have access to creating and editing their Waiting List
- Client contact details
- And several additional options that you can learn more about in our Adding clients to your class attendees list documentation & the Finding Class Attendees documentation.
