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 â€“ This section contains customer details like Name, Email and Contact Number.  

 

 

  •  Update Status â€“ 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 â€“ This section contains details like Date, Time, Duration, Service, Staff Assigned, and other related details.
     

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

 

 

 

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

 

 

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

 

 

 

  •  Other Actions â€“ 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.
  

    Access your files securely from anywhere

      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






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            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









                                                                                                              • 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 ...
                                                                                                              • Zoho Bookings Browser Extension

                                                                                                                What does this page cover? Learn how to install and utilize Bookings browser extension to accelerate your scheduling process. Availability This extension can be accessed by Zoho Bookings users of all plans. Super admin, admin, manager, and staff can ...
                                                                                                                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