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See your scheduled appointments

Use the Appointments view to see every booking on a calendar or in a list. At the end you can check who is booked when, and move or cancel a booking without leaving the Schedule.

Before you start

  • You can see Schedule in the left rail. By default only the workspace's Super Admin role has it. Ask your admin if it is missing.
  • Bookings exist. See Take bookings on WhatsApp.

Steps

Open the Appointments schedule

  1. Open Schedule in the left rail, then select Appointments. The page title reads Appointments schedule.
  2. The page opens in Calendar view for the current month. The channel chips are hidden, because the page is already limited to Appointments.
  3. Click a day to see its items. Click List to see them by time under day headings.
  4. Click an item. Its details open on the right: When, Recurrence, Audience / with, Owner, Channel and Type.

Read what each type means

The Type shows what kind of item it is.

Type What it is
Booking One appointment booked with a provider.

The reminders that go out before a booking show under the WhatsApp view as Appointment reminder.

The Audience / with line shows the customer's phone number.

Read the status

Status Meaning
Scheduled The booking is Requested, Confirmed or Rescheduled.
Sent The booking is Completed or No-show.
Cancelled The booking is Cancelled or Rejected.

Change an item

  1. Click Reschedule to pick a new date and time. See Reschedule, cancel or delete a scheduled item.
  2. Click Edit to open the Appointments page. See Manage appointments.
  3. Click Cancel to call it off. The booking is set to Cancelled and its reminders are removed.
  4. Click Delete to remove it from Appointments.

Narrow the view

  1. Click Everyone's schedule and choose My schedule to see only items you own.
  2. Click Any status and choose Scheduled, Draft, Sent or Cancelled.

Add something new

  1. Click New schedule, then choose New in Appointments. Ohanvi opens the Appointments page, where you create the item.

Troubleshooting

Issue Cause Fix
Nothing scheduled here There are no bookings, or a filter hides them. Choose Everyone's schedule and Any status.
Could not reschedule. The new time is taken, outside working hours, or outside your booking rules. Pick another time, or use Move on the Appointments page, which offers free times.
Delete cancels the booking instead of removing it Appointments are never deleted. No action needed. The booking stays as Cancelled.