Introducing our List View. To navigate to this tab, simply go to your diary page and select 'List View'.
List View brings a way of viewing all your appointments and classes that you have for a specific day. It includes columns such as Event Type, Location and Service along with the Client and Practitioner assigned. Here is an example of how this will display on your screen.
How does it work?
Just like the Practitioner Diary Tab, it shows all the appointments that you may have for the day/week. You can select as many practitioners as you wish which is laid out in an easy-to-read table format outlining all the services and statuses' of each event. Selecting the View option will allow you to open up a side panel of the class or appointment so you can update any details of these events.
Bulk Action Options
Within the List View, you can use our Bulk Action Options as seen below, these allow you to search for a particular event, client or service and with this, you can send out bulk action requests such as an appointment reminder or a message. For example, I have set a bulk action to send out these clients a message. You can then save these bulk action filters if you wish to use them again.
Printing and Exporting
With this, you also have an option to export and print this page.
Exporting will allow you to export this page into an Excel CSV file which can be used for reporting purposes.
You can print this page for yourself to keep for yourself or print for someone else.
