- Click Appointments in the sidebar, under Workshop.
- The status bar at the top counts your appointments: Upcoming, All, Confirmed, In workshop, Booked, Draft, Cancelled, Finished, Unpaid and Links. Click one to show only those appointments.
- Each row shows the Date & Time, Service (with any additional work the customer asked for), Status and duration, Provider, Customer and Vehicle. Under the date you’ll find:
- a green Confirm button on appointments that are still Booked,
- a document icon that opens the linked job card, quote or invoice,
- the paper plane button to send the appointment to the customer.
Hover over an appointment to View, Edit or Delete it.
- Click the filter button at the top right to filter by Date Range, Status, Service, Provider, Vehicle, Customer and Document Attached, then click Apply. Tick Remember my filters to keep them next time.
- Click the gear button for Hide Filter Bar, Settings, Import Appointments and Export Appointments.
- Unconfirmed Appointments at the top shows how many bookings are waiting for you to check. See Review Unconfirmed Appointments.
Related: Add New Appointment · View Appointment Details · Appointments in the Calendar · Appointment Settings
Feature Online booking and appointments: see what it does and how it fits your workshop.