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How do I create a list of future appointments?

Find Appointments that are scheduled in the future with all or specific technicians using the List View on the Calendar page.

Written by George Buss

Creating a list of future appointment is easy using the Calendar List View.

Step 1: Go to the Calendar page.

Step 2: Click on the view and choose List View. You can alternatively use the keyboard shortcut and press 'L'.

Step 3: Click 'Add Filter' and choose the 'Event Date' filter. Choose the date you want to filter by. To get a list of future appointments, put today's date in the "Occurred After" box.

Step 4: (Optional)Click the 'Sort' button and sort by 'Event Date' for ease of view.

Finally, if you want to view the list in a spreadsheet, you can export the lis to a CSV file using the 'Edit' button.

You can combine these steps with other filters to be able to:

  • View a specific technicians calendar: Add the filter for 'Team Members'.

  • View only appointments: Add the filter for 'Event Type'.

  • View only cancelled appointments: Add the filter for 'Event Status'.

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