Official Guide

How to Manage Appointments with Appointment List View

Appointment List View provides a powerful way to manage appointments using a list-based workspace instead of a traditional calendar layout. It allows teams to filter, sort, customize, and take action on appointments at scale using Smart Lists.

1. What is Appointment List View

Appointment List View is a dedicated calendar view that displays appointments in a structured list. It is designed for managing appointments at scale, allowing users to work from saved Smart Lists that combine filters, sorting, and column configurations.

2. Access Appointment List View

1. Navigate to Calendars from the left-hand menu.
2. Select the Appointment List View tab at the top.
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3. Creating Smart Lists & Customizing the List

The default lists Upcoming, Cancelled, and All give you quick access. You can create a custom view by clicking + Smart list.
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Click Customize List to open the configuration panel. Here you can Apply Advanced Filters (status, user, calendar, date range), Apply Sorting, and Manage Columns.
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4. Updating Appointment Status & Row Actions

Click the Status dropdown in the appointment row to update the status directly from the list.
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Each appointment includes a three-dot (⋮) menu with options to View Details, View Consent, Edit, Reschedule, or Delete.
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Search Tags

Tags: appointment list view, smart lists, manage appointments, filter appointments, appointment status, custom list

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