The Scheduling > Appointments page is your at-a-glance view of every appointment booked across all calendars. Upcoming shows what's coming today, tomorrow, and beyond. Recently Scheduled shows when bookings came in. Use the left sidebar to filter the view by calendar or by schedule.
💡Quick Answers
- Where do I see all upcoming appointments? Scheduling > Appointments > Upcoming tab. Appointments are grouped by today, tomorrow, and upcoming, with date, time, calendar name, student info, and the booking contact's name, phone, and email.
- What's the difference between Upcoming and Recently Scheduled? Upcoming groups appointments by when they will happen. Recently Scheduled groups by when they were BOOKED (booked today, yesterday, or in the past week), regardless of when the appointment itself happens.
- How do I jump to a student's record from an appointment? Click the student's name in either tab. You'll be taken straight to their contact record.
- Can I hide certain calendars or schedules from this view? Yes. In the left sidebar, uncheck any Calendar or Schedule to remove its appointments from both tabs.
- Where do I create the calendars and schedules feeding this page? Calendars are built in Scheduling > Calendars (see Creating New Calendars). Schedules are added to each calendar's left sidebar (see Creating & Using User Schedules).
- What's the broader event management workflow? Build calendars > add appointment slots (Adding Available Appointment Slots) > optionally link to a checklist item (Link a Calendar to a Checklist Item) or generate a public link (Public Calendar Links). Optional sync to external calendars via Syncing Calendars with External Calendar Programs.
Upcoming Appointments
The Upcoming tab shows all upcoming appointments organized by today, tomorrow and upcoming. Here you can view the following:
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Appointment Date
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Start and End Time
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Name of the Calendar Event
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Student Name, Grade, and Year. If you click on the student name, you'll be brought to the record.
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Appointment Contact Name, Phone Number, and Email
Recently Scheduled Appointments
Within the Recently Scheduled tab you can see when appointments were scheduled. This is when the contact booked the appointment, not when the appointment is taking place. This includes what appointments have been scheduled today, scheduled yesterday, and which ones were scheduled the week before, which is called recently scheduled. You can view all of the same details for each appointment that exist on the Upcoming tab.
Calendar and Schedule Displays
If you want to hide a Calendar (1) from the Upcoming or Recently Scheduled tab, you can unmark the box by clicking in it. You can also hide a schedule (2) following the same process.
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