# Schedule overview > See all your appointments and activities in a clean, organized list. Source: https://support.caspen.com/schedule/schedule-overview Documentation index: https://support.caspen.com/llms.txt ## Overview The **Schedule** is an alternative to the calendar view.\ Instead of seeing appointments in a grid, the Schedule displays everything in a simple, scrollable list so you can quickly scan: - Appointment status (Pending, arrived, missed, canceled) - Invoice state (No invoice, draft, open, paid, void) - Confirmation status (Confirmed / unconfirmed) - Practitioner and location - Services and activities You can **filter, search, sort, and open any row** to view or edit its details. Access the Schedule from the left main menu. --- ## Appointments schedule This is the main list view for all appointments.

#### Tabs - **All** – Shows every appointment (past, present, and future). - **Upcoming** – Shows future appointments that haven’t occurred yet. - **Past** – Shows appointments that have already occurred. #### Filters Filter by status, practitioner, service, location, confirmation, or invoice status.\ Use the search bar to find clients, services, or practitioners. --- ### Open an appointment Click **View** on any appointment row to open the **appointment information panel** on the right. From this panel, you can: - Update attendance (Arrived, Missed, Canceled) - Confirm the appointment - View or edit appointment details - Add or review the invoice - Add or review progress notes - Manage recurring appointments - Add internal comments --- ### Common actions #### Confirm an appointment 1. Click **View** on the appointment row.

2. In the information panel, toggle **Confirmed** on.

This is commonly used to mark that a client has confirmed directly with your practice by phone, SMS, or email. #### Add an invoice to an appointment 1. Click **View** on the appointment row. 2. Click **Add invoice**.

Caspen will create a **draft invoice** prefilled with the appointment’s service and link it to the appointment. --- ## Activity schedule Activities are not appointments, they represent other work such as admin time, writing notes, travel, or any custom activity created by your clinic. Switch to the **Activity schedule** tab to view all activities in a list. #### Tabs All, Upcoming, Past. #### Filters Filter by activity type, practitioner, or location. #### Open an activity Click **View** next to an activity to open the information panel, where you can review or edit all activity details. --- ## Tips - Use **Upcoming** to prepare for your day and confirm clients ahead of time. - The Schedule view is ideal for **quick bulk checks** (e.g., unpaid invoices, unconfirmed appointments, missed sessions). - Use filters to instantly narrow down large appointment lists without navigating day-by-day in the calendar. - For admin-heavy days, switch to the **Activity schedule** to track non-client tasks.