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.
- Viewing Appointments from List Views
- Viewing Appointments from List Views
- Viewing Appointments from List Views
- Upcoming with Appointments Synced through your Google Calendar
- Viewing Appointments from List Views
- Cancelled Appointments
- Viewing Appointments from List Views
- 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.
If you would like to see your classes that have been closed–as in the date and time for the class has passed and or enrollment has closed–you can see those classes in the Closed Classes list view. As an example for viewing a class that has passed, Jackson's Farm had a Butter Churning Class scheduled back on November 10, 2015 and this class had 3 attendees.
By clicking on the Closed Classes link, I can see this class in the Closed Classes list view since the date has passed:
As an example for viewing a class for which the enrollment time frame has passed, Jackson's Farm has an open class called How to Make Homemade Buttercream Frosting that is scheduled for scheduled on Thursday, November 12, 2015 at 11:00 a.m. This class currently has only 3 attendees signed up, but has a capacity for 10 attendees.
Attendees can continue signing up for this class until 24 hours before it begins. To set how many hours in advance attendees can sign up for the class, simply go to the "Setup" menu tab > Classes link > and then choose the appropriate class. In this case, I'll be clicking on the "How to Make Homemade Buttercream Frosting" class.
Scroll down until you see the label "Latest Class", and from here you can choose the number of hours in advance that attendees can continue signing up for your class. Attendees can continue signing up for the How to Make Homemade Buttercream class until 24 hours before the class begins (Wednesday, November 11, 2015 11:00 a.m.) which has passed.
Therefore, this class should be listed under the Closed Classes list view. Let's check there by going to the "List Views" menu tab > Closed Classes list view:
And there it is! You should be able to see classes under the Closed Classes list view with dates that have passed, or the time frame for enrollment has passed for the number of hours that clients can book in advance.
You can view your upcoming appointments synced through your Google Calendar under the Upcoming Include Google list view. Here, you'll be able to see your appointments made through checkAppointments and those you've scheduled through Google Calendar.
From the "List View" menu tab, click on the Upcoming Include Google link and you'll be able to see your current and synced appointments:
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The event "Brief Team Meeting" was scheduled through the Google Calendar that I have synced and appears in the list. By clicking on this event, you can see that it was added from Google.
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You can also see that this event appears under the Sync with Google Calendar page. To learn more about syncing Google Calendar with your checkAppointments account, please follow the link to documentation that we have on this feature.
To see your cancelled appointments, go to the "List View" menu tab and click on the Cancelled link. This will allow you to see the details of a cancelled appointment.
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As an example, Melissa Felder needed to cancel her appointment for learning how to make homemade ice cream due to a engagement. By clicking on the search glass button, you can see the appointment's details and have access to a number of other options that the Appointment Details page provides.
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Pending appointments are appointments that clients have not completed payment for and are in queue to be added to the Open Appointments list. To see your pending appointments, go to the "List View" menu tab and then click the Pending link.
As an example,