This article walks through how to view, filter, assign, and manage appointments using the Today page and the All Appointments page in Clientbook.
Where to Find Appointments
Today Page: https://dashboard.clientbook.com/
All Appointments Page: https://dashboard.clientbook.com/all-appointments
Appointment Statuses
Appointments move through the following statuses as they progress:
| Status | Description |
|---|---|
| Requested | Client submitted an appointment request that has not yet been assigned |
| Assigned | Appointment has been assigned to an associate |
| Completed | Appointment was successfully completed |
| Canceled | Appointment was cancelled |
| No Show | Client did not attend the appointment |
Viewing Appointments
Today Page
The Today page displays appointments scheduled for the current day in the Appointments section.
Visible columns include:
Date and time
Client name
Store
Appointment type
Edit action
Message action
Status
Select View All to access the full appointments list.
All Appointments Page
The All Appointments page shows all appointments and provides advanced filtering options.
You can filter by date using:
Quick select ranges like Next 7 Days or Last 30 Days
Custom start and end date pickers
Filtering Appointments
Filtering helps managers review workloads, find unassigned appointments, and track appointment outcomes.
From the All Appointments page, click Filter to filter by:
Status
Requested
Assigned
Completed
Canceled
No Show
Appointment Type
Filter by the reason for the visit, such as Consultation or Personal Shopping.
Associate
View appointments assigned to a specific associate or locate unassigned requests.
Assigning Appointments
Appointments booked online arrive with a status of Requested and must be assigned by a manager.
How to Assign an Appointment
Go to the Today page or the All Appointments page
Locate an appointment with a status of Requested
-
Click Edit
Select an associate from the dropdown
Update the status to Assigned if needed
Click Assign
Once assigned, the appointment will appear on the associate’s Today page.
Reassigning an Appointment
To change the assigned associate:
Click Edit on the appointment
Select a new associate
Click Save
Editing Appointments
Click Edit on any appointment to update the following fields:
| Field | Description |
|---|---|
| Store | Update the appointment location |
| Date | Reschedule the appointment |
| Time | Change the appointment time |
| Appointment Type | Update the reason for the visit |
| Status | Update the current appointment status |
| Associate | Assign or reassign the appointment |
| Notes | Add or update internal notes |
Note: Changing the appointment date or time triggers an updated appointment message to the client.
Updating Appointment Status
Keep appointment statuses up to date as visits occur.
| From | To | When |
|---|---|---|
| Requested | Assigned | After assigning to an associate |
| Assigned | Completed | After the appointment occurs |
| Assigned | No Show | If the client does not attend |
| Any | Canceled | If the appointment is cancelled |
Status Triggered Messages
Canceled: Sends a cancelled appointment message if enabled
No Show: Sends a no show message after one day if enabled
Messaging Clients
Use the Message button next to any appointment to:
Open a conversation with the client
Confirm appointment details
Answer questions related to the visit
Appointment Workflow Best Practices
Daily
Review today’s appointments on the Today page
Assign any new Requested appointments
Review client profiles before visits
After Appointments
Update the status to Completed or No Show
Add appointment notes
Log sales or follow up tasks
Weekly
Review appointments using the All Appointments page
Filter by status to find incomplete appointments
Identify trends in cancellations or no shows
Manager and Admin Permissions
Managers and administrators can:
View appointments across stores based on permissions
Assign and reassign appointments
Edit all appointment fields
Filter and search appointments
Use bulk actions
Message clients directly
Troubleshooting
| Issue | Resolution |
|---|---|
| Appointments not visible | Verify store and role permissions |
| Associate cannot see assigned appointment | Confirm store access |
| Status cannot be updated | Check edit permissions |
| Filters not working | Clear all filters and try again |