General > Calendars > Appointments > Appointment View

Appointment View

The appointments area is where you are able to get a list view of upcoming appointments. When looking at this view, you are able to use the filters (located at the top under the Advanced Filters button) and sort by feature to find specific appointments, allowing you to search by calendar type, appointment time, user, status, date added, source, and contact.

You can also save your applied filters as a Smart List, creating a new quick view (in addition to your existing quick views of upcoming, canceled, and all). In addition, you may also use the search feature to search for specific appointments.

Appointment Smart List

At the top of the appointment view, you'll have by default three Smart Lists, which are list views with filter automatically applied. There are upcoming, canceled, and all, each of which displays the relevant filter for their title.

When utilizing filters, you can also save your applied filters as a Smart List, creating a new quick view (in addition to your existing quick views of upcoming, canceled, and all). In addition, you may also use the search feature to search for specific appointments.

Columns

You can use the manage columns button to include or exclude certain pieces of information from your view, including invitees, status, appointment time, calendar, appointment owner, created by, date added, and source.