View appointments (Calendar view)

View appointments (Calendar view)

1. In a nutshell 

You can view the appointments on a calendar layout, which helps you visualize your schedule more effectively and manage time slots efficiently. You can click on any appointment to view its summary, and from there, update both the appointment and payment statuses, ensuring a smooth and organized booking workflow.

2. Feature availability

Calendar view
  • Super admins and admins can view all appointments
  • Workspace admins and managers can view all appointments of their     assigned workspaces
  • Staff can only view their own appointments 

3. View all appointments of any given day

You can view all appointments scheduled for any specific day of the selected users using the calendar view. This provides a quick snapshot of your daily bookings across selected users and workspaces.

Steps to view day appointments:

  1. Click the Calendar icon at the top-right corner of the screen.
  2. Choose Day from the view options to select the date.
  3. Use the date picker at the top-center of the calendar to select the day you want to view.
  4. Click Manage Calendar at the top-right to select up to 5 users whose appointments you want to view for any day.
  5. Click Apply to save changes.
  6. The appointments for the selected day and users will be displayed.

4. View appointments of the week

You can check all appointments scheduled for a week for selected users. This helps in efficiently planning and reviewing weekly schedules.

Steps to view weekly appointments:

  1. Click the Calendar icon at the top-right corner.
  2. Choose Week from the view options to switch to a weekly view.
  3. Use the date picker at the top-centre of the calendar to select the week you want to view.
  4. Click Manage Calendar and select up to 5 users whose appointments you wish to view for the week.
  5. Click Apply to save changes.
  6. The calendar will now show appointments for those users across the selected week.

5. Update appointment and payment status

You can change the status of any appointment under the Appointment Summary.
To update appointment status
You can change the status of an appointment by clicking the required appointment, which shows its appointment summary. Here, besides the appointment details, you could change the appointment status.
To update payment status
You can change the payment status of an appointment by clicking the required appointment, which shows its appointment summary, then navigating to the Customer Info > Payment tab.

NotesNote : Under the Manage Calendar section, you can select up to 5 users at a time for Day and Week views.

6. Additional actions

  • Click on any appointment listed on a specific day to view the appointment summary.

  • When you navigate away from the Calendar tab and return, it will automatically display only the appointments for the current day of the logged-in user.

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