List View | Help - Zoho Bookings

List View

You can view appointments and related details from the list view. Navigate to the required day, week, or month, to find appointments listed based on the appointment date. Search and filter options are available to customize the view.

 

Appointments can be viewed in:

Customize the view 

More Actions

Appointment Breakdown

 Day View 

  • The Day View displays all appointments which fall on the selected date, and are listed based on the appointment time. You can navigate to the required date using the arrows.   

 

 Week View  

  • The Week View displays all appointments that fall in the selected week, which are listed based on the appointment date. You can navigate to the required week using the arrows.  

   

 

Month View 

  • The month view displays all appointments for the selected month, which are listed based on the appointment date. You can navigate to the required month using the arrows.

 

 


Navigate
  1. You can view appointments of any day, week or month by using the arrows near the date. The middle arrow opens up a calendar from which you can choose the required date.

   

 

Customize View 

Choose & Reorder Columns 

  1. Various columns present additional information about appointments such as the booking ID, service name, customer name, payment details, and so on. You can choose which information has to be displayed in this view. You can also arrange the columns in your desired order. 

 

 To choose columns for the view  

  1.  Click this  icon on the top right corner of the list.  

  2.  Choose the required columns. 

  3.  Select Apply 

 NotePlease note that at least two columns have to be chosen. 

   

 To reorder columns for the view 

  1.  Click this  icon on the top right corner of the list.  

  2.  Drag and drop this icon which is at the left of the column names. Reorder the columns. 

  3.  Select Apply. 

 

 

 

Use Filters

  1. You can filter the view by choosing appointments for a workspace, a service, a staff, and or appointment status. For example, if you want to view upcoming appointments for Kenneth, you can choose Kenneth from the Staff drop-down and Upcoming from Status drop-down.    

 Note: Please note that you can also choose multiple options for each dropdown 

 




The below screen shows the list after applying the filter.

 

 

 

Search across appointments 

  1. You can search across the appointments that are shown in the current view by clicking the search icon  at the top of the list. 

 

 

 

More Actions 

Update Appointment Status 

  1. You can change the status of any appointment in the list by under Status column. Click the three arrow and make the required change. Learn more about Appointment Status here.

 

 

Export

  1.  The appointments list shown in the view can be exported for your future reference. It can be exported as an Excel or CSV file.  

 NotePlease note that when a filter or search is applied to the list, the exported list will also reflect the same. 

   

To export the view

  1. Click Export in the top right corner.

  1. A pop-up window appears.

    1. File Name: Give any desired name for the file to be exported.

    1. Export As: Choose whether to export as .csv or .xlsx file.

    1. Select Columns: Tick the fields that should be included in the exported file.

    1. Include Custom Fields: Select the checkbox if you want the exported file to have the custom fields.

      Note: Fields marked as ePHI and PII will not be exported.


      3. Click Export and your file will be downloaded. 

Add Appointment

  1. New appointments can be created for the selected date by clicking the + Add Appointment button on the top right corner. For example, when customers call or send an email requesting an appointment, you can add appointments on their behalf.

 

 


Enter the booking details and click Add Appointment.

 

 

Appointment Breakdown 

Total appointments

  1.  The total number of appointments for the selected view is shown here. When you click, it shows the count of appointments in each status (Completed, Yet to Mark, Ongoing, and Upcoming). 

 

Estimated revenue

  1. Here, the estimated revenue generated by the appointments in the current view is shown. When you click, it shows the payment received (Paid) and payment due (Due) separately.

 

 

Appointment Summary 

  1. To view complete details of a booking, click on the appointment. This will take you to the Appointment Summary page. This page has various sections displaying unique information.

 



 They are as follows:

  1.   Customer Information – This section contains customer details like Name, Email and Contact Number.  

 

 

  •  Update Status – This section shows the appointment's current status. It also allows various actions on an appointment – RescheduleCancel, mark as Completed and mark as No Show. 


 

  •  General Info – This section contains details like Date, Time, Duration, Service, Staff Assigned, and other related details.
     

  •  Payment Details – This section contains payment details like Service Amount, amount Paid and amount Due.  Learn more about Payment Status here.

 

 

 

  •  Online Meeting Details – This section has meeting details like meeting Start Link, meeting Join Link and Meeting Key. 
     

 

 

  •  Additional Info – This section contains information on custom fields that were added to the booking form 

 

 

 

  •  Other Actions – The other actions that you do in this section are: 

    1. Print the Appointment Summary
    2. Open the Booking Summary page (Share icon) and
    3. Close the Appointment Summary page 



    4. 
    Delete Appointments

    Cancelled appointments can be deleted by selecting the delete icon as shown below.

           

Note: Closing the appointment summary will direct you back to the List View (Day/Week/Month) previously selected.
  

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Calendar View

                                                                                                    Calendar View displays your customer appointments on a calendar layout. Navigate to the required day, week, or month, to find appointments labeled on the corresponding date or time, and associated to the respective staff. Calendar view can be viewed ...
                                                                                                  • Assigned Services

                                                                                                    You can view the list of services assigned to you in this section. To view services assigned to you Go to My Profile in the menu bar. Click Assigned Services on the left. You can view the services assigned to you along with other details like service ...
                                                                                                  • Zoho Bookings extension for Zoho Desk

                                                                                                    Zoho Desk is a customer service portal where agents can provide support to customers and solve their issues. Agents and customers can schedule appointments when more assistance is needed. To simplify scheduling, Zoho Bookings extension can be ...
                                                                                                  • Customers

                                                                                                    Details of all the customers who have booked an appointment for any of your services, staff, resource, or workspace, are stored in the Customers section. New customers can be added or deleted from this section. Click Settings icon and select ...
                                                                                                  • My Profile

                                                                                                    Select My Profile from the menu bar to view your details and perform the following actions. General Information: View and edit basic details about you. Working Hours: Edit your working hours, set special working hours, block time, and add time off. ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources