Schedule → Appointments shows the same visits as the Calendar, as a table. Use it to find visits, fix unassigned ones in bulk, and get them in and out as CSV.
Read the list
The header shows how many appointments are in the range and how many are pending confirmation. Each row has the Date, Time, client, Type (the service), Provider, Status and Source (AI, Online, Phone, Manual, CSV, Athena, Google, iCal, Feed or Fusion). The eye icon at the end opens the client's details.
Filter it
- Status pills: All, Confirmed (confirmed and completed visits), Pending and Cancelled, each with a count for the date range and provider you picked.
- Date menu: Today (the default), This week, This month or All dates. Days follow the location's time zone. If today is empty and you haven't changed any filter, the list switches to This week when the week has visits.
- Provider menu: All Providers, Unassigned (visits with no provider) or one provider.
- Search patient or phone: finds a client by name or phone number.
Assign visits to a provider in bulk
- Filter the list, for example Unassigned and This month.
- Tick the rows you want. The box in the header ticks every row on the page.
- In the bar that appears, choose a provider under Assign to and click Assign. Clear unticks everything.
Each visit is changed as if you edited it on its own: its price follows the new provider (unless someone typed the fee by hand, or the visit is completed), and a provider who doesn't work at the visit's location is refused. The message says how many were assigned ("Assigned 12 appointments to Dana Lee") and, if any couldn't be, how many and why. A new page or filter starts with nothing ticked.
Export to CSV
⋯ → Export CSV downloads the rows on the page you're looking at as appointments-YYYY-MM-DD.csv, with Date, Time, Patient, Type, Provider, Status and Source. To export more at once, raise the rows per page at the bottom of the table (up to 100). For a complete copy of your records, see Export your data.
Upload appointments from a CSV
⋯ → Upload CSV opens Upload Appointments. Click Select CSV File, pick the file, and click Upload.
The file needs a header row with these columns:
| Column | What goes in it |
|---|---|
patientName | The client's name (required) |
patientPhone | Their phone number (required) |
appointmentDate | The day, as YYYY-MM-DD |
appointmentTime | The time, such as 14:30 or 2:30 PM |
appointmentType | The service; "General" when blank |
duration | Optional: minutes, 30 when blank |
providerName | Optional: the provider's name as text |
Each row becomes a Pending appointment at the current location, with CSV as its source. Rows without a name or phone are skipped. The upload doesn't link visits to client charts or assign a provider (they show under Unassigned), and it doesn't check for clashes. To move a whole practice over from SimplePractice, use the SimplePractice import instead; for an iCal file, use Import calendar on the Calendar's ⋯ menu.
Good to know
- Book appointment opens the Calendar, where visits are booked.
- Refresh in the ⋯ menu reloads the list.
- On a phone, the filters are chips above the list, and Export CSV and Upload CSV are in the page's menu.
- View-only access: a teammate with view-only access at the location can look and export, but can't upload or assign.