Overview
The Appointment Overview provides basic, filter-able information about appointments occurring across all Locations and Services. The below details the options available on the "Appointments Overview" page specifically in the "Appointments" section, which is only visible to Corporate Admin users. For an overview of this section from the store level (as a Store Manager or Associate would see it), please see here.
To get to this section, navigate to "Appointments" in the sidebar and select "Appointment Overview" from this section.
You will see a list of all Appointments from each Store and Service ordered by Requested Date (newest first). This list provides:
- Customer Name
- Store Name
- Service
- Requested Date
- Scheduled Date
- Status (requested, confirmed, checked-in, occurred, no show, canceled)
- Associate Name
- Transaction Amount
Columns can be hidden or turned back on via the Show/Hide Column drop-down at the top of the page. Customer Name and Store Name cannot be turned off.
You can choose to load more entries on the page by choosing the "Load More" button in the bottom center.
Filters
To filter your results, use the drop-down menus at the top of the page. You can filter by:
- Store Name
- Service
- Associate
- Scheduled Date
- Status
Export
You can Export a list of this data for advanced filtering, searching, and sorting. To do so, click on the "Export" button to the right of the filter drop-down menus. This data includes:
- Customer ID
- Store ID
- Service ID
- Request Date
- Scheduled Date
- Status
- Associate ID