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How to Manage Appointments from the WordPress Dashboard

How to Manage Appointments from the WordPress Dashboard

This tutorial describes all controls of the JetAppointment Booking appointments list dashboard tab.

Before you start, check the tutorial requirements:

When you install the JetAppointment booking plugin, it adds an Appointment tab to the dashboard menu. 

Its first submenu tab is the Appointments list window. You can add, edit, and delete appointments and do other actions here.

appointments dashboard

Adding New Appointment

Click on the “Add New” button at the top of the page to open an appointment pop-up window.

Here, you can set the Status of the appointment, choose the Service and Provider that you previously assigned to the JetAppointment functionality in the Settings tab, define the Date and Time of the appointment, and insert the User name and User e-mail values. 

All the data you set here will be shown in the corresponding columns of the appointments table. When you fill in all the fields, press the “Add New” button at the bottom.

add new appointment popup

Filtering Appointments

If there are many appointments on the list and you want to find one of them quickly, it is convenient to use filters. Press the “Filters” sign to open the available filters.

They allow you to sort results according to the Service, Provider, Status, or Date values. You can also use the Search filter. Type the word or number into the bar, and the system will show only the results containing that value.

Use the tabs above the filters as well to search among the “All,” “Upcoming,” or “Past” appointments.

appointments filters

Managing Settings

Next to the “Add New” button, there is also a gear icon that allows you to set the layout settings and adjust filtering options.

Primarily, you can adjust the General settings. These correspond to the list view: pick either “Group items by days,” “Group items by parents,” or leave the options unchecked to see the default list layout.

general settings

Then, you can see the filtering fields that are checked by default. If you uncheck some of them, they will no longer be displayed as filtering options.

filter visibility

Appointments List

All appointments you or your clients make are shown in the table. From the admin panel, you can perform various actions with these appointments.

appointments table info
  • Results per page — you can change the number of appointments that are shown on this page at the same time by clicking on the bar;
  • Edit Appointment — clicking the button with the pencil-shaped icon opens the pop-up window where you can change any data of the appointment;
  • Appointment Details — the button with the “i” letter in the circle opens the pop-up window with the details, including the appointment and user’s IDs;
  • Delete Appointment — if you press the red recycle bin button, you will receive a notification asking if you are sure about deleting the appointment. Deleted appointments can’t be restored.

Calendar and Timeline View

The appointments list can be convenient if you need to see all the information about the status and ID of every appointment. However, you can also find it helpful to shift to the “Calendar” or “Timeline” view.

In the “Calendar” view, all the appointments are placed in the calendar cells corresponding to the appointment date. You can click on the appointment and see the details.

appointments calendar view

In the “Timeline” view, you will find the table displaying services and working hours for one day. The Date bar allows you to change the displayed day. The From and To drop-down lists allow setting what hours will be shown in the table, and Time Interval defines the number of columns in the table.

appointments timeline view

Check the Zoom Calls and JetAppointment integration guide to adjust online appointments and receive email notifications as well.

That is all about the Appointments submenu tab of the JetAppointment dashboard menu settings.

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