Working with the appointments list

The "Appointments" page is where every job lives, from the ones nobody has booked yet to the ones already paid. On a busy day you do not want to set up the same view over and over, so the page remembers how you like to see things.

This guide covers the page itself: the tabs at the top, the filters, the menu on each row, copying appointments, and handling many appointments in one go.

Finding your way around

Open "Appointments" in the left sidebar. Above the table sits a row of tabs; each tab is a saved view of the list, more on that below. Under the tabs, the line starting with "Total records found:" tells you how many appointments the current view holds.

The table itself works like this: every column has a filter box right under its header, the first column has a checkbox for selecting rows, and the last column, "Actions", holds a small three-dot button with everything you can do to that appointment.

The Appointments page with tabs above the table, a filter row under the headers and a three-dot menu at the end of each row — The Appointments page: tabs on top, filters under the headers, the three-dot menu on every row.

Tabs: saved views of the list

A tab remembers two things: which columns the table shows (and in what order) and which filters are applied. Click a tab and the list instantly switches to that view. You start with a ready-made set named after the statuses: "Not scheduled", "Scheduled", "In progress", "Completed" and "Finished", each showing the matching appointments with columns that make sense for that stage.

They are yours to reshape:

To add a tab, click the "+" at the right end of the tab row. A dialog named "New tab" opens: type a "Name", then under "Columns" tick the columns the tab should show and drag them into the order you want. Press "Create" and the list jumps straight to your new tab.
To rename a tab or change its columns, click the small three-dot icon that appears next to the tab's name (it shows when the tab is active or when you point at it). The "Edit tab" dialog opens; press "Update" when done.
To delete a tab, open that same "Edit tab" dialog and press the red "Delete" button in its corner. The button is there as long as you have more than one tab; the last tab cannot be deleted.
To rearrange the tabs, simply drag one along the row to a new spot. A short green flash on the tab confirms the new order was saved.

The tab row of the appointments list with the plus button highlighted at its right end — The highlighted "+" at the end of the tab row adds a new tab.

The New tab dialog with a name field and a list of columns with checkboxes and drag handles — The "New tab" dialog: name the view, tick its columns, drag to reorder them.

Tabs are personal. Each person on your team shapes their own set, so rearranging yours changes nothing for anyone else. The "Clients" page has the same kind of tabs.

Filters that stay

Use the boxes under the column headers to narrow the list down: pick a client, a status, a date range, a technician. This filters the view right away, but it does not touch the tab yet.

As soon as your filters differ from what the tab has saved, the right end of the tab row shows "Filters changed" with two buttons. "Save tab filters" makes the current filters part of the tab, so they will be back tomorrow. "Cancel" throws your changes away and returns the tab's saved filters.

The right end of the tab row showing the Filters changed prompt with Cancel and Save tab filters buttons — Changed filters wait for your decision: save them into the tab, or cancel back to the saved view.

This is handy for views like "my region this month": set the filters once, save them into a tab named after the job, and the view is one click away from then on.

The menu on every row

At the right end of each row, in the "Actions" column, sits a three-dot button. Click it and a small menu opens with everything you can do to that appointment:

View: Opens the appointment read-only: services, visits, activity, checklists, acts.
Edit: Opens the appointment for changes, the same dialog as when creating one.
Copy: Creates a copy of the appointment, ready to be booked. See the next section.
Unschedule: Takes all of the appointment's booked visits off the calendar at once. Shown only while the appointment has visits booked.
Customer Portal Link: Shows the appointment's personal client page link, ready to copy. See keeping clients in the loop.
Delete: Deletes the appointment after a confirmation.

An appointment row with the three-dot button opened, showing the View, Edit, Copy, Unschedule, Customer Portal Link and Delete actions — The three-dot menu holds every row action in one place.

Copying an appointment

When a client orders the same job again, there is no need to retype it. Open the row's three-dot menu and click "Copy". The copy is created immediately and opens for editing, so you can adjust anything before saving.

The copy carries over everything that describes the job: the client and address, the planned services with their amounts and prices, the assigned technicians and responsible person, equipment, checklists, notes, the planning window, and photos that were added to the appointment at the office.

What it deliberately leaves behind is the first job's history. The copy starts fresh with the "Not Scheduled" status: no booked visits, no recorded work, no checklist answers, no acts of work, no payment. The client's confirmation is also reset, so the copy waits for its own answer.

The copy opens for editing right away, so you can move the planning window, swap a technician or trim the services before it goes off to be booked.

Handling many at once

Tick the checkboxes in the first column to select appointments (the checkbox in the header row selects the whole page). A bar appears above the table showing how many are selected, along with the actions that work in bulk:

"Copy Selected" copies every selected appointment in one go.
"Unschedule Selected" takes the booked visits of all selected appointments off the calendar. The button shows only when at least one selected appointment has visits booked.
"Delete Selected" deletes them all after a confirmation.

Selected rows in the appointments list with the selection bar above the table showing the Copy Selected and Delete Selected buttons — Selecting rows brings up the bulk actions above the table.

"Copy Selected" opens a dialog named "Copy Appointments" that tells you how many copies will be made. It also offers a "Planning window" with a "Start date" and an "End date" for all the copies, useful when you are preparing next month's round of recurring jobs in one sweep.

The Copy Appointments dialog with the number of copies and the optional planning window dates — The "Copy Appointments" dialog: one planning window for the whole batch, or none at all.

The planning window in this dialog replaces whatever the originals had: fill it in and every copy gets these dates, leave it empty and the copies are created without a planning window. Copying a single appointment from the row menu keeps the original's window instead.