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How do I create a list of future appointments?
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.

George Buss avatar
Written by George Buss
Updated this week

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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