Manage Appointment Filters and Audit Log

The Manage Appointments screen now has additional filters — Location, Staff Name, and Client Name — so you can narrow a long appointment list down to exactly what you need.

Using the Filters

• Go to Manage Appointments --> Manage Appointments tab.

• Set any of the filters (all are optional):

  • Location — lists all of your locations.

  • Client Name — lists all active clients.

  • Staff Name — lists all active staff members.

  • Appointment Types — narrow by appointment type.

• Click Filter to apply. The filters work together (AND), so the grid shows only the appointments that match every filter you've set.

• Click Reset to clear the filters and return the grid to its default list.

Picture 1: Manage Appointments tab with the Location, Client Name, and Staff Name filters

Notes:

• The Client Name list respects the View Team Clients permission — when that's on, you'll only see the clients assigned to you.

• All filter fields are optional; leave any of them blank to widen the results.