How to Manage Appointments from the WordPress Dashboard
This overview will describe all controls of the JetAppointment Booking appointments list dashboard tab.
When you install the JetAppointment Booking plugin, it adds an Appointment tab to the dashboard menu.
Its first submenu tab is the Appointments list window. Here you can add, edit and delete appointments yourself and do other actions. Let’s take a closer look at all of them.
Adding New Appointment
Click on the “Add New” button at the top of the page, and you will see a pop-up window.
Here, you can set the Status of the appointment, choose the Service and Provider that you previously assigned to the JetAppointment functionality in the Settings tab, define the Date and Time of the appointment and insert the User name and User e-mail values. All the data you set here will be shown in the corresponding columns of the appointments table. When you fill in all the fields, press the “Add New” button at the bottom.
Filtering Appointments
If there are many appointments on the list and you want to find one of them quickly, it is convenient to use filters. Press the “Filters” sign to open the available filters.
They allow you to sort results according to the Service, Provider, Status, or Date. You can also use Search. Type the word or number into the bar, and the system will show only those results containing that value.
Use the tabs above the filters as well to search among the “All,” “Upcoming,” or “Past” events.
Appointments List
All appointments you or your clients make are shown in the table. From the admin panel, you can do some actions with those appointments.
- Results per page — you can change the number of appointments that are shown on this page at the same time by clicking on the bar;
- Edit Appointment — by clicking on the button with the pencil-shaped icon, you open the pop-up window where you can change any data of the appointment;
- Appointment Details— the button with the “i” letter in the circle opens the pop-up window with the details, including the appointment and user’s IDs;
- Delete Appointment— if you press the red recycle bin button, you will receive a notification asking if you are sure about deleting the appointment. Deleted appointments can’t be restored.
Calendar and Timeline View
The appointments list can be convenient if you need to see all the information about the status and ID of every appointment. However, you can also find it helpful to shift to the Calendar or Timeline view.
In the Calendar view, all the appointments are placed in the calendar cells corresponding to the appointment date. You can click on the appointment and see the details.
In the Timeline view, you will see the table with services and working hours for one day. In the Date bar, you can change the day. From and To drop-downs allow setting what hours will be shown in the table, and Time Interval defines the number of columns in the table.
Check the Zoom Calls and JetAppointment integration guide to adjust online appointments and receive email notifications as well.
That is all about the Appointments submenu tab of the JetAppointment dashboard menu settings.