# Schedule
## **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.
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## **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.
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### **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
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### **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.
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## **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.
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## **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.
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