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How do I see and analyze all my appointments?

How do I see and analyze all my appointments?

Learn about how you can view upcoming and past appointments so you both plan for the future and maintain a record.

Updated over 3 weeks ago

The Appointments dashboard is a place where you can view and assess all of your appointments. Utilize the features below to get a deeper understanding of how customers are using appointments.

Navigating to the Appointments dashboard

  1. Click on Customers

  2. Click on Appointments

Key Features of the Appointments dashboard

Tabs

Toggle between the Today, Upcoming, Past, and All tabs to help you focus on what matters now, plan ahead for future appointments, or reflect on historical appointments.

Filter & Sort

Use the filter and sort buttons to narrow your list based on different criteria. For example, you could view all appointments assigned to a certain team member or all appointments of a specific service.

Search

Use the search bar to instantly find appointments associated with a customer's name, email, or store location.

Statuses

Use the statuses to quickly identify appointment status through color-coded indicators (green for confirmed, yellow for pending, red for cancelled). This visual system helps you assess your schedule at a glance.

Appointment Notes

View and update appointment notes to add important context about special requests or accommodations. These notes are only visible to your team, they are not shared with the customer.

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