Booked Appointments

Users have the ability to search for bookings within a one-month date range for a specific location.

Search for Bookings

From the left-hand navigation bar, click the Booked Appointments menu item to search for currently booked appointments.

• Enter your search criteria (mandatory):

  • Start Date: (prepopulated with today's date) - edit as required
  • End Date: (prepopulated with a date 1 month in the future) - edit as required
  • Location: (dropdown list defaulted to the first configured location) - select the location that you require

• clicking the Search button will return all booked appointments meeting your search criteria

From here, you can

• view the details of a booking by clicking its associated View button
• mark a booking as either attended/not attended by clicking its associated Attended/Unattended button

Note

Users with the AppointmentBookingAdmin role will additionally see Cancel and Export appointments buttons - see the Additional admin actions section below.

View booking details

From the left-hand navigation bar, click the Booked Appointments menu item and return a list of booked appointments.

To view the details of a booking, click its associated View button which will

• open a modal displaying the appointment details in read-only format
• click the Close button to dismiss the modal.

Note that users can also toggle the Attended/Unattended status of the appointment from this modal using the Mark as Attended/Unattended button.

Mark an appointment as unattended

From the left-hand navigation bar, click the Booked Appointments menu item and return a list of booked appointments

All bookings are by default set to attended and display a green Attended button on the right.

To mark a booking as unattended, click its associated green Attended button which will

• toggle the button display to an amber Unattended button.

Note that clicking the Unattended button will toggle the appointment back to Attended again.

Note that this setting can be also be changed on the Details Modal displayed using the appointment's associated View button.

Additional Admin actions

Note

These features are only available to users with a AppointmentBookingAdmin role.

As an admin, from the Booked Appointments page, you will also see the following additional buttons:

• Export appointments
• Cancel

Export appointments

As an admin, you have the ability to export the contents of the Booked Appointments results grid to a csv file.

Clicking the Export Appointments button will generate and download the csv file to your local drive.

Click the downloaded file to open and view all the exported appointments from the grid:

You can save this file to a desired location or share as appropriate.

Cancel a booked appointment

As an admin, you have the ability to cancel any booked appointments.

From the Booked Appointment results grid

Clicking the appointment's associated Cancel button will display a confirmation modal:

• enter a Cancellation Reason (mandatory) and
• click the Confirm Cancellation button which will
  • display a confirmation message on the screen
  • send an automated Cancellation Notification to the email address specified in the appointment details
  • if the Opt in to SMS messages option was enabled, then a cancellation text will also be sent to the mobile phone number specified in the appointment details.
  • display this slot as available to any new bookers.