Appointment Lists

This guide will walk you through navigating the Appointment Lists in Topline. From accessing various sections to sorting appointments, follow these clear instructions to efficiently manage employee training schedules.

Go to app.topline.com

1. Click "Scheduler"

Access the Scheduler section.

Click 'Scheduler'

2. Click "Appointments"

Navigate to the Appointments tab.

Click 'Appointments'

3. Name

This column displays the individual who scheduled the appointment with you or your team.

Name

4. Status

This column enables you to adjust the status of your appointments or cancel them. Below are the available actions for your appointments: Confirmed Reschedule Invalid Cancelled Showed No-Show Delete.

Status

5. Title

This column shows the 'Title' of the appointment.

Title

6. Requested Time

The requested date and time for the appointment can be found in this column.

Requested Time

7. Date Added

The creation date on your calendar for the appointment is visible in this column.

Date Added

8. Calendar

You can view the calendar that was utilized to schedule the appointment in this column.

Calendar

9. Appointment Owner

This displays the assigned user for the appointment.

Appointment Owner

10. Filter By Calendar, Teams, or Users

You can view all appointments from all calendars or filter the appointments based on calendars, teams, or users in this section.

Filter By Calendar, Teams, or Users

11. Filter by Appointment Status

You can sort appointments by their status, such as confirmed, cancelled, new, or more, by using this column.

Filter by Appointment Status

12. Filter by Appointment Date

You can filter appointments by their date added, start date, and more.

Filter by Appointment Date

13. Click "New Appointment"

Click on the blue button to create a new appointment.

Click 'New Appointment'
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