Frontdesk

Frontdesk module helps in listing, querying all bookings based on date, status and filter based on columns ( available in beta )

Table of contents

  1. List Bookings
  2. Query Bookings with Date Filter
  3. Query Bookings based on Status

List Bookings

To list all bookings,

  1. Go to the Frontdesk module in the left navigation bar.
  2. By default, last 7 days is chosen to show them as list with all upcoming appointments in the top of the list.
  3. For navigating more than 20 records, Use the next and previous button at the bottom of the list.

Query Bookings with Date Filter

New

Frontdesk module has date filter which is applied by default for listing the bookings. The Date filter can be used to select the range to query for the scheduled bookings.

  1. Go to the Frontdesk module in the left navigation bar.
  2. Click the Date range button present in the top-right corner of the window.
  3. Now, select the exact date range that is required for fetching appointment schedules.
  4. After selecting the date range filter, the list now loads the Appointment schedules based on the applied filter.
  5. The Date range filter also comes with predefined filter values such as Last 7 Days, Last 30 Days, Yesterday and Today.

Query Bookings based on Status

New

Frontdesk module has Status filter which is applied by default for listing the bookings. The Status filter can be used to fetch the bookings based on the status of the bookings.

  1. Go to the Frontdesk module in the left navigation bar.
  2. Click the Status Filter ( Scheduled, Cancelled, Rescheduled ) button present in the top-right corner of the window.
  3. Now, select the exact status that is required for fetching appointment schedules.
  4. After selecting the status filter, the list now loads the Appointment schedules based on the applied filter. Users are allowed to use multiple filters at a time to fetch scheduled bookings
  5. The status filter also comes with predefined filter values such as Scheduled, Cancelled, Rescheduled.