View and Manage Appointments

Access the appointments dashboard#

1. Go to Admin > Appointments
2. The dashboard shows your appointments organized by date

The main view displays appointment statistics and a calendar-style list of bookings.

Understand appointment statuses#

Each appointment has a status indicating its current state:

• Confirmed: The appointment is booked and scheduled
• Completed: The appointment has taken place
• Cancelled: The appointment was cancelled by you or the customer
• No Show: The customer did not attend

Status badges appear next to each appointment for quick scanning.

Filter appointments#

Use filters to find specific appointments:

1. On the dashboard, locate the filter controls
2. Filter by:
   • Date Range: Use the month navigation to view different periods
   • Status: Show only confirmed, completed, or cancelled appointments
   • Service: Filter by appointment type
   • Provider: Show appointments for a specific staff member
3. Results update automatically as you select filters

View appointment details#

1. Find the appointment in the list
2. Click on the appointment row
3. View details including:
   • Customer name and contact information
   • Service booked
   • Date and time
   • Assigned provider
   • Any notes or special requests
   • Payment status

Edit appointment details#

For minor changes that don't affect timing:

1. Open the appointment details
2. Click Edit
3. Update fields like notes or assigned provider
4. Click Save

For time changes, use the reschedule function instead to properly update availability.

Mark an appointment as completed#

After the appointment takes place:

1. Open the appointment details
2. Click Mark as Completed
3. Confirm the action

Completed appointments move to your history and free up any held resources.

Handle no-shows#

If a customer doesn't attend their appointment:

1. Open the appointment details
2. Click the status dropdown
3. Select No Show

Tracking no-shows helps you identify patterns and potentially apply policies for repeat offenders.

View appointment statistics#

The dashboard header shows key metrics:

• Total: All appointments in the selected period
• Confirmed: Upcoming scheduled appointments
• Completed: Appointments that have taken place
• Cancelled: Appointments that were cancelled

Use these numbers to understand your booking volume and trends.

Search for appointments#

To find a specific booking:

1. Use the search field at the top of the dashboard
2. Enter the customer name, email, or booking reference
3. Results filter as you type

Search looks across all appointment fields to help you locate bookings quickly.