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Different Ways to View Your Appointments
Different Ways to View Your Appointments
Courtney Wisely avatar
Written by Courtney Wisely
Updated over 2 months ago

Summary:

  • This documentation shows how you can access your appointments in various ways.


Ways to view your Schedule:

  • Currently, there are five ways to view them as seen on the screenshot below. To access each, just hover on the Scheduling icon from your left side panel.


Calendar View

  • The common way of viewing the appointments is the calendar view.

  • In the calendar view, you can see the appointments listed for the day, week, or month using these buttons found in the upper right corner of the screen:

  • You can also go to a specific day by clicking on the calendar in the top left corner and selecting the date you want to view.


List View

  • If you want to filter the appointments you wish to view into paid and unpaid, consider using the List View.

  • At the top of the List View page, you will see the appointment filters.

  • When you expand the drop-down button under the Show field, it'll let you select whether you want the list view to show only paid appointments, unpaid appointments, or all appointments.

  • The From and To fields let you select the start and end date to filter what's shown on your list.

  • You may also filter out appointments based on their statuses. Just expand the drop-down menu under the With Status field and make your selection (This includes custom appointment statuses)

  • Beneath the And Matching field lets you key in a customer name, cleaner name, street address, or even an appointment custom field to filter out the appointments shown.

  • Once you've set your filters, don't forget to hit the Apply Filters button to apply them.


Dispatch View - Horizontal

  • If you want to see the appointments assigned to your cleaners shown separately, then the dispatch view is the one you need.

  • It shows you a day's worth of appointments with the timestamps located at the top and the cleaners on the left leaving you with a horizontal view of your appointments.

  • It should show you the appointments assigned for each cleaner. It will help you determine the open spots where the cleaner could work.


Dispatch View - Vertical

  • The Dispatch View - Vertical has the same functionality as its horizontal counterpart except that the cleaners are now at the top while the timestamps are presented on your left.


Map View (Beta)

  • Another great way of viewing your appointments is through Map View. Note that this feature is still in beta.

  • Your appointments will be marked with a red ? icon on the map. Click on it to expand the appointment details window.

  • Click and drag to move around the map. Hit Ctrl + scroll to zoom in/out of the map.


Spot Finder

  • You will find all about the Spot Finder Feature here


Keywords:
view appointments, access appointments, view calendar, access calendar

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