{"id":1692,"date":"2016-10-24T11:57:01","date_gmt":"2016-10-24T11:57:01","guid":{"rendered":"http:\/\/www.onlineinvoices.com\/blog\/?p=1692"},"modified":"2017-05-02T13:19:32","modified_gmt":"2017-05-02T13:19:32","slug":"how-to-manage-your-appointments","status":"publish","type":"post","link":"https:\/\/www.onlineinvoices.com\/blog\/2016\/10\/24\/how-to-manage-your-appointments\/","title":{"rendered":"How to Manage your Appointments"},"content":{"rendered":"<p>Appointments management is another feature OI introduces to efficiently manage your clients. You can use appointments in the most effective way that suits your business. E.g. Patients-doctors appointments, , delivery\/reception appointments, parents-teachers appointments\u2026etc.<\/p>\n<h2>Use the search bar to filter the appointments.<br \/>\n<img loading=\"lazy\" class=\"man-img aligncenter wp-image-1712 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/09\/appointments-filter.png\" alt=\"appointments filter\" width=\"1007\" height=\"280\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/09\/appointments-filter.png 1007w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/09\/appointments-filter-300x83.png 300w\" sizes=\"(max-width: 1007px) 100vw, 1007px\" \/><\/h2>\n<ul>\n<li>Filter by the status of the appointments (Scheduled &#8211; Dismissed &#8211; Done &#8211; All).<\/li>\n<li>Filter by the clients status. This list is customizable to suit your business needs.<\/li>\n<li>Filter by the action done with the client. \u00a0This list is customizable to suit your business needs.<\/li>\n<li>Filter by the client to show only appointments for a certain client.<\/li>\n<li>Filter by client category. you can assign a category to a client while creating\/editing him.<\/li>\n<li>Filter by the staff member who created the appointments from the added by drop down menu.<\/li>\n<li>Filter by date range.<a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/09\/appointments-filter.png\" rel=\"lightbox[1692]\"><br \/>\n<\/a><\/li>\n<\/ul>\n<h2>To start managing your appointments:<\/h2>\n<ol>\n<li>Through the <strong>&#8220;Clients&#8221;<\/strong> tab, Select the <strong>&#8220;<\/strong><strong>Appointments&#8221;<\/strong> option.<\/li>\n<li>The appointments page will list all the recent appointments.<\/li>\n<\/ol>\n<p><a href=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/09\/manage-appointments.png\" rel=\"lightbox[1692]\"><img loading=\"lazy\" class=\"man-img aligncenter wp-image-1711 size-full\" src=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/09\/manage-appointments.png\" alt=\"manage appointments\" width=\"1007\" height=\"588\" srcset=\"https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/09\/manage-appointments.png 1007w, https:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/09\/manage-appointments-300x175.png 300w\" sizes=\"(max-width: 1007px) 100vw, 1007px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>If you want to manage any appointment please click the blue button at the end of the row as showing in the figure above.<\/p>\n<ol>\n<li>Click <strong>&#8220;<\/strong><strong>View Client&#8221;<\/strong> to view the client associated with the appointment.<\/li>\n<li>Click <strong>&#8220;<\/strong><strong>Edit&#8221;<\/strong> to modify the appointment.<\/li>\n<li>Click <strong>&#8220;<\/strong><strong>Delete&#8221;<\/strong> to completely delete the appointment. For your information, Deleted appointments can never be retrieved.<\/li>\n<li>Click <strong>&#8220;<\/strong><strong>Dismiss&#8221;<\/strong> to dismiss an appointment. Dismissed appointments can be retrieved to their original statuses.<\/li>\n<li>Click <strong>&#8220;<\/strong><strong>Done&#8221;<\/strong> to mark an appointment as done.<\/li>\n<li>Click <strong>&#8220;<\/strong><strong>Done with Note&#8221;<\/strong> to mark an appointment as done and add any related notes to the client&#8217;s profile.<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Appointments management is another feature OI introduces to efficiently manage your clients. You can use appointments in the most effective way that suits your business. E.g. Patients-doctors appointments, , delivery\/reception appointments, parents-teachers appointments\u2026etc. Use the search bar to filter the appointments. Filter by the status of the appointments (Scheduled &#8211; Dismissed &#8211; Done &#8211; All). Filter by the clients status. This list is customizable to suit your business needs. Filter by the action done with [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v18.5.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Manage your Appointments - Online Billing Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.onlineinvoices.com\/blog\/2016\/10\/24\/how-to-manage-your-appointments\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Manage your Appointments - Online Billing Software\" \/>\n<meta property=\"og:description\" content=\"Appointments management is another feature OI introduces to efficiently manage your clients. You can use appointments in the most effective way that suits your business. E.g. Patients-doctors appointments, , delivery\/reception appointments, parents-teachers appointments\u2026etc. Use the search bar to filter the appointments. Filter by the status of the appointments (Scheduled &#8211; Dismissed &#8211; Done &#8211; All). Filter by the clients status. This list is customizable to suit your business needs. Filter by the action done with [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.onlineinvoices.com\/blog\/2016\/10\/24\/how-to-manage-your-appointments\/\" \/>\n<meta property=\"og:site_name\" content=\"Online Billing Software\" \/>\n<meta property=\"article:published_time\" content=\"2016-10-24T11:57:01+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2017-05-02T13:19:32+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/09\/appointments-filter.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Adam\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#website\",\"url\":\"https:\/\/www.onlineinvoices.com\/blog\/\",\"name\":\"Online Billing Software\",\"description\":\"Online Invoicing System\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.onlineinvoices.com\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/10\/24\/how-to-manage-your-appointments\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/09\/appointments-filter.png\",\"contentUrl\":\"http:\/\/www.onlineinvoices.com\/blog\/wp-content\/uploads\/2016\/09\/appointments-filter.png\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/10\/24\/how-to-manage-your-appointments\/#webpage\",\"url\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/10\/24\/how-to-manage-your-appointments\/\",\"name\":\"How to Manage your Appointments - Online Billing Software\",\"isPartOf\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/10\/24\/how-to-manage-your-appointments\/#primaryimage\"},\"datePublished\":\"2016-10-24T11:57:01+00:00\",\"dateModified\":\"2017-05-02T13:19:32+00:00\",\"author\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#\/schema\/person\/6141a88321495102929f4ca173090c5c\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/10\/24\/how-to-manage-your-appointments\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.onlineinvoices.com\/blog\/2016\/10\/24\/how-to-manage-your-appointments\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/2016\/10\/24\/how-to-manage-your-appointments\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.onlineinvoices.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to Manage your Appointments\"}]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#\/schema\/person\/6141a88321495102929f4ca173090c5c\",\"name\":\"Adam\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.onlineinvoices.com\/blog\/#personlogo\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/5437519e3486de9f7b32f59a0544efaa?s=96&d=retro&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/5437519e3486de9f7b32f59a0544efaa?s=96&d=retro&r=g\",\"caption\":\"Adam\"},\"url\":\"https:\/\/www.onlineinvoices.com\/blog\/author\/admin\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to Manage your Appointments - Online Billing Software","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.onlineinvoices.com\/blog\/2016\/10\/24\/how-to-manage-your-appointments\/","og_locale":"en_US","og_type":"article","og_title":"How to Manage your Appointments - Online Billing Software","og_description":"Appointments management is another feature OI introduces to efficiently manage your clients. 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