How to Check Appointment Sign-Ups Efficiently

Source One Software


Step-by-Step Guide to Viewing Appointments

  1. Log in and Access Calendars

    After logging in, click on the ‘Calendars’ option to access the calendar view.

  2. View Appointment in Week or Month View

    The calendar is initially set to a week view. You can switch to a month view if preferred.

  3. Use the Appointment List View

    Select the appointment list view to see all upcoming appointments sorted by date.

  4. Select Specific Calendar

    Choose the specific calendar, such as ‘PICS with Santa’, to view the related appointments.

  5. Hover Over Appointment Slots

    Hover over appointment slots to see details of individuals signed up for each time slot.

  6. Search for Appointment by Contact

    If someone contacts you, search by their name to find their appointment details.

  7. View All Appointments for a Contact

    Click on the ‘Appointments’ button in the contact section to view all of their appointments, both upcoming and past.

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