How do I manage appointments in Appointment List View?

Appointment List View shows your appointments as a list instead of a calendar grid. It is the fastest way to review, update and follow up on many appointments at once, for example confirming tomorrow's in-home assessments or marking last week's no-shows.

Open Appointment List View

1. Go to Calendars in the left menu.
2. Click the Appointment List View tab at the top.

Use the default lists Upcoming, Cancelled and All for quick views.

Create a saved list (Smart List)

A Smart List saves your filters, sorting and columns so you can return to the same view with one click.

1. Click + Smart list, or click Customize List on an existing list.
2. Give the list a name, such as "Assessments this week".
3. Under Advanced Filters, click Add Filter and choose conditions such as status, assigned user, calendar, appointment date or contact details. An appointment must match every filter to appear.
4. Choose a sort order, such as Appointment Time or Date Added.
5. Under columns, show, hide or drag columns into the order you want. Some system columns cannot be removed.
6. Save the list.

Update an appointment's status

Click the Status dropdown in the appointment's row and choose Confirmed, Showed, No Show, Cancelled or Invalid. The change saves right away.

Note: marking an appointment as Showed or No Show does not update the event on a connected Google or Outlook calendar. This avoids sending the contact an "event updated" email.

Other actions

Click the three-dot menu on any row to:

• View Details: open the full appointment.
• Edit: change the contact, notes or calendar.
• Reschedule: move the appointment to a new date and time.
• Delete: permanently remove the appointment.
• View Consent: appears only if consent tracking is turned on.

To book something new, click New Appointment at the top.

Common questions

• Why don't I see all my appointments? Check the appointment type selected at the top, any active filters and which Smart List you are on.
• Can my teammates see my Smart Lists? It depends on your user permissions and how your account is set up. Ask your account admin if you are not sure.

Have a question about your own account? Submit a ticket and our team will follow up.