Calendar list view

See all your appointments in a simple organised list.

Overview

The Calendar list view is an alternative to the calendar. It shows your appointments as rows so you can quickly scan status, invoicing, and confirmations.

How to open the calendar list view

1. Go to the Calendar.

2. Select the List icon in the top bar.

Your calendar switches to the Calendar list view (shown below).

List view basics

List view is organised into tabs at the top. Each tab shows a different group of appointments.

Tabs reference

Field	Description
All	Every appointment, past, present, and future.
Upcoming	Future appointments that haven’t happened yet.
Unconfirmed	Appointments that have not been confirmed.
Uninvoiced	Appointments without an invoice.
Past	Appointments that have already occurred.
Missed	Appointments marked missed.
Cancelled	Cancelled appointments.

Columns reference

Field	Description
When/Where	Date, time, and location.
Status	Pending, arrived, missed, cancelled.
What/Who	Service name and practitioner.
Invoice	Shows a red No invoice badge if no invoice is attached. Otherwise shows the invoice number and status: Draft, Open, Paid, or Void.
Confirmation	Unconfirmed or Confirmed. Clients can confirm, and staff can set confirmation manually.

Open an appointment from the list view

Click any row to open the appointment info panel on the right. From this panel you can view details and take actions such as confirm, edit date/time/details, add or review the invoice, and add or review the progress note.

Common actions

Confirm an appointment (from the unconfirmed tab)

1. Click the appointment row to open the appointment information panel.

2. Turn Confirmed on after you have confirmed with the client.

Add an invoice to an appointment (from the uninvoiced tab)

1. Click the appointment row to open the appointment info panel.

2. Select Add invoice. A draft invoice is created and prefilled with the service. The appointment leaves the Uninvoiced tab once any invoice exists, including a draft.

Tips

• Use Upcoming to focus on what is next and quickly confirm clients.

• Use Uninvoiced to find appointments without an invoice and create one if required.

• The list view is ideal for bulk checks across status, invoice state, and confirmation without switching days in the calendar.