Appointments List

To add an appointments list, follow the steps below:

1. Click on “Clients” from the main menu.
2. Click on “Appointments”.
3. You can control the status of each appointment in the “Status” list and select from:
   • Scheduled: The appointment has been booked.
   • Done: Confirmation of the completion of the specified appointment.
   • Dismissed: In case of canceling or postponing a specified appointment.
4. You can change the view mode of appointments by toggling the buttons at the top of the list and selecting from:
   • List View: The appointment records are displayed as a list sorted by date from oldest to newest.
   • Calendar View: Appointment records are displayed in a table representing the calendar, divided by “month”, “week”, or “day”.
5. You can sort the appointments in the list by clicking on the “Sort By” button and selecting from:
   • Date: The date of the specified appointment with the client.
   • Created Date: The date the appointment was created in the account.
6. You can filter appointments in the list by:
   • Staff: Display the appointments assigned to one of the staff.
   • Action: Display appointments assigned by a certain action.
   • Status: Display appointments by a certain status.