How to View Upcoming and Past Appointments
Support Team
12 steps
2 minutes
1
Login to your CRM.
2
Click "Calendars"
3
Click "Appointments"
4
This is a list of all past and upcoming appointments.
5
Click here.
6
Click here to filter appointments by their status.
7
Click her to reorder appointments based on date booked or their start date.
8
Click "New Appointment" to manually add a new appointment.
9
Here's a preview of what it looks like to manually book an appointment.
10
You can click on a someone's name to open up their client portal.
11
Use this screen to send them texts, emails or cancel their appointment.
12
That's how you view past and upcoming appointments.
How to View Upcoming and Past Appointments
Support Team
12 steps
2 minutes
1
Login to your CRM.
2
Click "Calendars"
3
Click "Appointments"
4
This is a list of all past and upcoming appointments.
5
Click here.
6
Click here to filter appointments by their status.
7
Click her to reorder appointments based on date booked or their start date.
8
Click "New Appointment" to manually add a new appointment.
9
Here's a preview of what it looks like to manually book an appointment.
10
You can click on a someone's name to open up their client portal.
11
Use this screen to send them texts, emails or cancel their appointment.
12
That's how you view past and upcoming appointments.
