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Appointments Form List Tab

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The list tab displays a grid that contains ALL of the appointments in ProfitSystem®, past & future.. ProfitSystem® will automatically highlight the next appointment that is to occur, based on the system's current date and time.

At the top of the list tab is a set of search fields. You can fill in one or more of these fields and press the LIMIT button. ProfitSystem® will then filter the list to show only the appointments that match the data in the fields entered. To again show all appointments, press the Clear button which removes any filter in effect.

ProfitSystem® will automatically highlight the next appointment based on start time, or the first Walk-In appointment.

The rows are color-coded based on the appointment status:

  • Cancelled, Walkout, No-Show is pink
  • Rebook is orange
  • Waiting is green
  • Started is blue

Criteria

​ Only show active appointments? (checkbox)...If checked, Only shows appointments for today and after, that are status New, Confirmed, Waiting, or Started. When this checkbox is unchecked, it clears all other criteria as well. Show appointments for this store only? (checkbox)...Only visible if you have the ProfitSystem® Multi-store. If checked, ProfitSystem® will only display appointments for the store assigned to the register the user is logged in on that is displaying this List.

Appt date...Appointment date. Enter a start and end date. Only appointments between these two dates will be shown when the LIMIT button is clicked.

Created date...Enter a start and end date. Only appointments created between these two dates will be shown when the LIMIT button is clicked.

Appt type...Enter or select an appointment type. Only appointments of this type will be shown when the LIMIT button is clicked.

Last name...Enter all or part of the customers last name. Only appointments where the customers last name matches or partially matches will be shown when the LIMIT button is clicked. For example, if you enter Jones, Jone will match but Joneses will not.

Appt with...Enter or select a SA ID and only appointments with the SA will be shown when the LIMIT button is clicked.

Appt status...Select an appointment status. Only appointments with that status will be shown when the LIMIT button is clicked.

Buttons

Limit button...This button will filter the list to show only appointments that match your fields.

Clear button...Clears the filter and shows all appointments.

Calendar button...Displays a full screen calendar for the current month with all the appointments that are being displayed on the appointment form using the current filter.

Click on an appointment to view it's details. If a small down arrow (triangle) appears at the top of a day, there are more appointments than will fit. Click the down arrow to view all the appointments for that day. Click the up arrow to close the expanded day view.