{"id":36546,"date":"2023-02-22T20:22:55","date_gmt":"2023-02-22T20:22:55","guid":{"rendered":"https:\/\/crocoblock.com\/knowledge-base\/?post_type=article&#038;p=36546"},"modified":"2026-01-30T10:04:04","modified_gmt":"2026-01-30T10:04:04","slug":"how-to-manage-appointments-from-the-wordpress-dashboard","status":"publish","type":"article","link":"https:\/\/crocoblock.com\/knowledge-base\/jetappointment\/how-to-manage-appointments-from-the-wordpress-dashboard\/","title":{"rendered":"How to Manage Appointments from the WordPress Dashboard"},"content":{"rendered":"\n<p>When you install the <em>JetAppointment<\/em> booking plugin, it adds an <strong>Appointment<\/strong> tab to the dashboard menu.&nbsp;<\/p>\n\n\n\n<p>Its first submenu tab is the <strong>Appointments<\/strong> list window. You can add, edit, and delete appointments and do other actions here.<\/p>\n\n\n\n<div class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-dashboard.webp\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-dashboard-1024x640.webp\" alt=\"appointments dashboard\" class=\"wp-image-43043\" srcset=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-dashboard-1024x640.webp 1024w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-dashboard-300x188.webp 300w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-dashboard-768x480.webp 768w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-dashboard-1536x960.webp 1536w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-dashboard-600x375.webp 600w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-dashboard.webp 1824w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"adding-new-appointment\">Adding New Appointment<\/h2>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p>Click on the \u201c<strong>Add New<\/strong>\u201d button at the top of the page to open an appointment pop-up window.<\/p>\n\n\n\n<p>Here, you can set the <strong>Status <\/strong>of the appointment, choose the <strong>Service <\/strong>and<strong> Provider <\/strong>that you previously assigned to the <em>JetAppointment <\/em>functionality in the <a href=\"https:\/\/crocoblock.com\/knowledge-base\/articles\/jetappointment-dashboard-submenu-settings-overview\/#title1\" target=\"_blank\" rel=\"noreferrer noopener\">Settings tab<\/a>, define the <strong>Date <\/strong>and <strong>Time <\/strong>of the appointment, and insert the <strong>User name <\/strong>and <strong>User e-mail <\/strong>values.&nbsp;<\/p>\n\n\n\n<p>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 \u201c<strong>Add New<\/strong>\u201d button at the bottom.<\/p>\n\n\n\n<div class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/add-new-appointment-popup.webp\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/add-new-appointment-popup-1024x640.webp\" alt=\"add new appointment popup\" class=\"wp-image-43044\" srcset=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/add-new-appointment-popup-1024x640.webp 1024w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/add-new-appointment-popup-300x188.webp 300w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/add-new-appointment-popup-768x480.webp 768w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/add-new-appointment-popup-1536x960.webp 1536w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/add-new-appointment-popup-600x375.webp 600w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/add-new-appointment-popup.webp 1824w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"appointment-statuses\">Appointment Statuses<\/h2>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p><em>JetAppointment <\/em>uses several appointment statuses to show the current stage of the booking.<\/p>\n\n\n<div class=\"note-banner d-flex border-bold border-jetthemecore rounded overflow-hidden p-20\"><div class=\"mr-12\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M9 21C9 21.5 9.4 22 10 22H14C14.6 22 15 21.5 15 21V20H9V21ZM12 2C8.1 2 5 5.1 5 9C5 11.4 6.2 13.5 8 14.7V17C8 17.5 8.4 18 9 18H15C15.6 18 16 17.5 16 17V14.7C17.8 13.4 19 11.3 19 9C19 5.1 15.9 2 12 2Z\" fill=\"#F2D23C\"\/><\/svg><\/div><div class=\"d-flex flex-column\"><div class=\"text-900 mb-12\">Things to know<\/div><p class=\"m-0\">The appointment status flow may vary depending on the payment setup on the website. Statuses can be automatically updated by payment integrations (for example, when using <i>WooCommerce<\/i> payments or third-party gateways), handled by the form logic, or fully managed manually by the administrator if the payment system is used.<\/p><\/div><\/div>\n\n\n\n<p>Let\u2019s check the available appointment statuses that appear in <em>JetAppointment<\/em>:<\/p>\n\n\n\n<div class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2026\/01\/appointment-statuses.webp\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2026\/01\/appointment-statuses-1024x640.webp\" alt=\"appointment statuses\" class=\"wp-image-50808\" srcset=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2026\/01\/appointment-statuses-1024x640.webp 1024w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2026\/01\/appointment-statuses-300x188.webp 300w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2026\/01\/appointment-statuses-768x480.webp 768w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2026\/01\/appointment-statuses-1536x960.webp 1536w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2026\/01\/appointment-statuses-600x375.webp 600w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2026\/01\/appointment-statuses.webp 1824w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/div>\n\n\n\n<ul>\n<li><strong>Pending Payment <\/strong>\u2014 the initial status after the booking form is submitted and the booking is created, which means that the payment has not been completed yet. For example, the client leaves the payment page or does not finish the checkout process;<\/li>\n\n\n\n<li><strong>Processing <\/strong>\u2014 the payment has been completed, and the booking is currently being processed. This status may be used for payment methods that do not require immediate online payment and is usually updated automatically by the payment integration;<\/li>\n\n\n\n<li><strong>On Hold <\/strong>\u2014 the appointment is paused or waiting for further action, such as manual review or payment confirmation;<\/li>\n\n\n\n<li><strong>Completed <\/strong>\u2014 the appointment and all related actions have been fully completed. This status can be set manually by the admin or updated automatically, depending on the configuration;<\/li>\n\n\n\n<li><strong>Cancelled <\/strong>\u2014 the appointment has been cancelled;<\/li>\n\n\n\n<li><strong>Refunded <\/strong>\u2014 the payment for the appointment has been refunded to the client;<\/li>\n\n\n\n<li><strong>Failed <\/strong>\u2014 the booking process was not completed due to an error (for example, when payment details are invalid).<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"filtering-appointments\">Filtering Appointments<\/h2>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p>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 \u201c<strong>Filters<\/strong>\u201d sign to open the available filters.<\/p>\n\n\n\n<p>They allow you to sort results according to the <strong>Service<\/strong>, <strong>Provider<\/strong>, <strong>Status<\/strong>, or <strong>Date <\/strong>values. You can also use the <strong>Search <\/strong>filter. Type the word or number into the bar, and the system will show only the results containing that value.<\/p>\n\n\n\n<p>Use the tabs above the filters as well to search among the \u201cAll,\u201d \u201cUpcoming,\u201d or \u201cPast\u201d appointments.<\/p>\n\n\n\n<div class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-filters.webp\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-filters-1024x640.webp\" alt=\"appointments filters\" class=\"wp-image-43045\" srcset=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-filters-1024x640.webp 1024w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-filters-300x188.webp 300w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-filters-768x480.webp 768w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-filters-1536x960.webp 1536w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-filters-600x375.webp 600w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-filters.webp 1824w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"managing-settings\">Managing Settings<\/h2>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p>Next to the \u201c<strong>Add New<\/strong>\u201d button, there is also a gear icon that allows you to set the layout settings and adjust filtering options.<\/p>\n\n\n\n<p>Primarily, you can adjust the <strong>General settings<\/strong>. These correspond to the list view: pick either \u201cGroup items by days,\u201d \u201cGroup items by parents,\u201d or leave the options unchecked to see the default list layout.<\/p>\n\n\n\n<div class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/general-settings-1.webp\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/general-settings-1-1024x640.webp\" alt=\"general settings\" class=\"wp-image-43046\" srcset=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/general-settings-1-1024x640.webp 1024w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/general-settings-1-300x188.webp 300w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/general-settings-1-768x480.webp 768w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/general-settings-1-1536x960.webp 1536w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/general-settings-1-600x375.webp 600w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/general-settings-1.webp 1824w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/div>\n\n\n\n<p>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.<\/p>\n\n\n\n<div class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/filter-visibility.webp\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/filter-visibility-1024x640.webp\" alt=\"filter visibility\" class=\"wp-image-43047\" srcset=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/filter-visibility-1024x640.webp 1024w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/filter-visibility-300x188.webp 300w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/filter-visibility-768x480.webp 768w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/filter-visibility-1536x960.webp 1536w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/filter-visibility-600x375.webp 600w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/filter-visibility.webp 1824w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"appointments-list\">Appointments List<\/h2>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p>All appointments you or your clients make are shown in the table. From the admin panel, you can perform various actions with these appointments.<\/p>\n\n\n\n<div class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-table-info.webp\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-table-info-1024x640.webp\" alt=\"appointments table info\" class=\"wp-image-43048\" srcset=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-table-info-1024x640.webp 1024w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-table-info-300x188.webp 300w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-table-info-768x480.webp 768w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-table-info-1536x960.webp 1536w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-table-info-600x375.webp 600w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-table-info.webp 1824w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/div>\n\n\n\n<ul>\n<li><strong>Results per page<\/strong> \u2014 you can change the number of appointments that are shown on this page at the same time by clicking on the bar;<\/li>\n\n\n\n<li><strong>Edit Appointment<\/strong> \u2014 clicking the button with the pencil-shaped icon opens the pop-up window where you can change any data of the appointment;<\/li>\n\n\n\n<li><strong>Appointment Details<\/strong> \u2014 the button with the \u201ci\u201d letter in the circle opens the pop-up window with the details, including the appointment and user\u2019s IDs;<\/li>\n\n\n\n<li><strong>Delete Appointment<\/strong> \u2014 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\u2019t be restored.<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"calendar-and-timeline-view\">Calendar and Timeline View<\/h2>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p>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 \u201cCalendar\u201d or \u201cTimeline\u201d view.<\/p>\n\n\n\n<p>In the \u201cCalendar\u201d<strong> <\/strong>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.<\/p>\n\n\n\n<div class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-calendar-view.webp\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-calendar-view-1024x640.webp\" alt=\"appointments calendar view\" class=\"wp-image-43049\" srcset=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-calendar-view-1024x640.webp 1024w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-calendar-view-300x188.webp 300w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-calendar-view-768x480.webp 768w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-calendar-view-1536x960.webp 1536w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-calendar-view-600x375.webp 600w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-calendar-view.webp 1824w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/div>\n\n\n\n<p>In the \u201cTimeline\u201d<strong> <\/strong>view, you will find the table displaying services and working hours for one day. The <strong>Date <\/strong>bar allows you to change the displayed day. The <strong>From <\/strong>and <strong>To <\/strong>drop-down lists allow setting what hours will be shown in the table, and <strong>Time Interval<\/strong> defines the number of columns in the table.<\/p>\n\n\n\n<div class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-timeline-view.webp\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-timeline-view-1024x640.webp\" alt=\"appointments timeline view\" class=\"wp-image-43050\" srcset=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-timeline-view-1024x640.webp 1024w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-timeline-view-300x188.webp 300w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-timeline-view-768x480.webp 768w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-timeline-view-1536x960.webp 1536w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-timeline-view-600x375.webp 600w, https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/12\/appointments-timeline-view.webp 1824w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/div>\n\n\n\n<p>Check the <a href=\"https:\/\/crocoblock.com\/knowledge-base\/articles\/how-to-integrate-zoom-calls-with-appointments-and-receive-gmail-notifications\/\" target=\"_blank\" rel=\"noreferrer noopener\">Zoom Calls and <em>JetAppointment <\/em>integration guide<\/a> to adjust online appointments and receive email notifications as well.<\/p>\n<\/div><\/div>\n\n\n\n<p>That is all about the <strong>Appointments <\/strong>submenu tab of the <strong><em>JetAppointment <\/em><\/strong>dashboard menu settings.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This tutorial describes all controls of the JetAppointment Booking appointments list dashboard tab.<\/p>\n","protected":false},"author":12,"featured_media":0,"template":"","format":"standard","builder-category":[],"article-category":[453],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Manage Appointments from the WordPress Dashboard \u2014 JetAppointment | Crocoblock<\/title>\n<meta name=\"description\" content=\"From this tutorial, you will find out more about the controls of the JetAppointment Booking appointments list dashboard tab on your WordPress Dashboard.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/crocoblock.com\/knowledge-base\/jetappointment\/how-to-manage-appointments-from-the-wordpress-dashboard\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta 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