List View
The list view presents your appointments in a clean table built for scanning. There are actually two lists, split by the one question that matters most: does this job have a time yet?
Two lists: Scheduled and Unscheduled
Use the view toggle at the top of the Appointments page:
Scheduled
Appointments that have (or had) a time — Scheduled, Completed, and Canceled. By default it shows upcoming appointments sorted soonest-first, so today's jobs sit at the top. Switch the date range to Past and the sort flips to most-recent-first, which is what you want when reviewing finished work.
Unscheduled
Appointments in Needs Scheduled — booked-in-spirit but not on the calendar. Sorted newest-first so fresh jobs are at the top. This is your "get these scheduled" worklist; it also has the Show archived toggle for digging up shelved appointments.
Tip: If you can't find an appointment, check the other list first — a job without a time never appears in the Scheduled list, and vice versa.
Table columns
| Column | What it shows |
|---|---|
| Customer | The customer's name with the appointment type's icon, plus the service city and state underneath. |
| Phone | The customer's phone number. |
| Type | The service being performed (e.g., "Roof Inspection"). |
| Status | A color-coded status badge. Archived appointments show an Archived badge. |
| Date | The scheduled date and start time. Upcoming jobs show Today or Tomorrow, highlighted so they jump out. Unscheduled appointments show a dash. |
| Assigned | Avatars of the users assigned to the job — hover to see names. |
| Created | When the appointment was created. |
| Updated | When it last changed. |
Click any row to open the appointment detail page. Scroll to the bottom and more appointments load automatically.
Bulk actions
Each row has a checkbox (plus a select-all in the header). Select one or more appointments and a toolbar appears with the action for that list:
- Scheduled list → Complete — Mark the selected appointments complete in one go. Only rows that are actually in Scheduled are affected.
- Unscheduled list → Archive — Shelve the selected appointments out of your active pipeline.
Either way, a confirmation dialog tells you exactly how many appointments will be affected before anything happens.
Filters
Both lists share the same filter bar — search, assigned user, and appointment type everywhere, with status and date range on the Scheduled list and Show archived on the Unscheduled list. Learn more about filtering and searching.