The Appointments Dashboard shows all your appointments for the day along with their current statuses. It’s an efficient tool for tracking and updating multiple appointments at once.
- To open the Appointments Dashboard, select Schedule > Appointments Dashboard.
- In the Appointment information view, you can filter by status, office, or date.
- Under the Scheduled at column, select the date/time to open the appointment details.
- Under the Status column, you can change the status of an appointment.
Select show times to expand the appointment details, providing a breakdown of each status change and the duration spent in each status for an individual appointment.
Select the Appointment status view to see the exact time each status change occurred for the appointment.
Changes to an appointment's status in the appointment details or Schedule Appointment window are reflected in the Appointments Dashboard.
