The appointments overview
Search, filter and manage every appointment in one list — and delete several at once.
The calendar answers "what does my day look like". This screen answers a different question: "where was that one appointment again?". You'll find it under Appointments → Overview.
Each row is one appointment. Click it to open it.
At the top right sit Create appointment, for a new appointment (see Schedule an appointment), and Find options, which suggests the best times for a new appointment (see Find appointment options).
The toolbar
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Search by customer name, company name, appointment type or a metadata value.
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Staff member — only shown if you may see your whole team's appointments. If you don't see this filter, the list shows only your own.
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Status — Future appointments, Past appointments, Confirmed, Completed, Cancelled, or All statuses. The first two look at the time, not the status: they leave cancelled appointments out and split on the end time, so an appointment in progress still counts as future. A confirmed appointment nobody marked completed moves to the past ones once it is over.
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Appointment type.
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Configure columns — which columns you see, and in what order.
Searching
A visit at one of your locations can also be found by that location's name: South workshop. A video or phone call has no address; you find it by its kind: Phone call, video call, or part of it such as phone. The Location column shows a call as Video call or Phone call, with the same camera or handset icon as the calendar.
An appointment that came from your CRM through the API can be found by one of its metadata values — the CRM's own references, such as a record id CRM-1042. Only the values are searched, not their names. Shorter than three characters, such an id is not searched here: look it up in the invitations overview, which searches metadata from the first character, or with the API's exact lookup.
Filters stack: search for a name while the status filter is on Future appointments and you get only that customer's appointments that are still to come.
When the list is empty, the page says why. On Future appointments it says nothing is scheduled right now, with the button to schedule something; on any other filter that there are no appointments for this filter. Only All statuses says you have no appointments yet.
Sorting
Click a column header to sort by it, click again to reverse the direction.
Not every column can be sorted. Assigned to, Location, Address and Price have no sort arrow: an appointment can have several staff members, and then there is no sensible order. Your chosen sort is saved for you, so next time the list opens the way you left it — and a colleague who sorts differently does not change that.
Choosing columns
Configure columns decides what the list shows. Tick columns on or off and drag them into the order that makes sense to you. Anyone can: the layout is saved just for you.
Your own fields are in there too: if you created a field for appointments under Company → Custom fields, you can switch it on here as a column — except a field of the Attachments type: photos and files do not fit in a column.
If you work with your customers' objects, such as cars or horses, the Object column shows the object each appointment is for: Bella (Horse). The column is named after what your organisation calls them, and is off by default. It cannot be sorted.
The Price column
One column is off by default and worth switching on: Price (excl. VAT). Per appointment it shows what the booking is worth — the service's price plus every add-on, and the travel cost and surcharge when an article added them itself, excluding VAT, as recorded at the moment of booking.
A from price shows with from in front of it; an appointment without a price — a blocked slot, a service that was never priced — gets a dash rather than €0.00. The column cannot be sorted: the amount is a sum across the service and its add-ons, and a list ordered by the service price alone would show an order that does not match the figures you see.
Two things to know:
- The setting applies only to you. Switch the column on and your colleague does not see it until they switch it on themselves.
- You can show at most ten columns at once. The counter at the bottom does not count the Actions column, so that one is always free.
Sharing a link to a filtered list
Everything you set — search term, filters, sorting and the page you are on — lives in your browser's address bar. Which means you can share the list exactly as it appears on your screen: copy the URL and your colleague opens the same selection.
It works the other way round too. Open an appointment, then press the back button, and you land back in your filtered list — not in an empty overview you have to set up all over again.
Deleting several appointments at once
Tick the checkbox to the left of a row. As soon as you tick one, a bar appears at the top.
- How many appointments you have selected.
- Delete — asks for confirmation first.
- Clear selection.
Deleting is not cancelling. The appointment disappears from your calendar and from every list, this one included — the Cancelled filter too — but it keeps its status, and invoices made for it stay. Messages still scheduled for it, such as reminders, are called off, and its event is removed from a connected Google or Outlook calendar.
What you cannot select
Appointments that are already cancelled or completed have no checkbox. That is deliberate: "select all" can never tick something the batch would then refuse. A completed appointment you delete in the calendar: right-click it and choose Delete appointment.
On a phone
A table doesn't fit a narrow screen, so each appointment becomes a card with the same details stacked. Searching, filtering and selecting work the same way.
Frequently asked questions
I don't see the staff filter. Then you only have rights to your own appointments. The list shows what is yours; an administrator can change that under Team → Roles.
My search returns nothing even though the appointment exists. Two usual causes: you typed fewer than three characters, or the appointment has a different status than the filter (which starts on Future appointments).
A colleague sees different columns than I do. That is right: everyone sets their own columns and sorting. A colleague who has not set anything yet sees the layout the list starts with for everyone.