Overview
The Appointments screen provides a centralized location to view and manage your appointments. You can also adjust your settings, access your booking site link, and schedule new appointments.
The Anatomy of the Appointments Screen
Filter
The filter menu lets you quickly customize the appointments you want to view.
All appointments: View all appointments, regardless of the assignee.
Your appointments: View only appointments where you are the assignee.
Drill down your view further and use the date filter to view appointments scheduled for today, tomorrow, this week, or this month.
To remove the date filter, click clear date filters.
For advanced filtering, click the filter icon on the far right side of the screen.
Count + Total
Total: The total count of all appointments, regardless of status.
Overdue: The count of all appointments with a start time in the past and the status is scheduled. The text color for the appointment's date/start time will be red.
Today: The count of appointments that are scheduled for today.
Upcoming: The count of appointments that are scheduled for a future date.
View, Edit, Reschedule, and Cancel
A list of appointments is displayed, showing pertinent information at a glance.
To edit or delete an appointment, click the more button (⋮) at the end of the respective row.
Edit: Reschedule, edit information such as the invitee, assignee, meeting type, and status, and add notes.
Delete: Cancel the appointment.
💡Pro Tip: Add your pre-meeting and post-meeting notes to the appointment to reference at a later date and for seamless cross-departmental communication.
Booking Site, Export, and Schedule an Appointment
Visit URL: Opens your booking site, allowing you to copy and share the URL.
Schedule Appointment: Manually schedule an appointment.
More (⋮): Configure your availability and settings /admins can access page, type, and category settings.
The Appointments Module is included with the Element Engage package.