Viewing Appointments
Last updated 24 April 2026
Appointment list
The Appointments tab shows all bookings for your clinic. By default, you see upcoming confirmed appointments sorted by date.
Filters
Use the filter toolbar to narrow the view:
- Date range — Show appointments for a specific day, week, or custom range
- Doctor — Filter by a specific doctor
- Status — Confirmed, Pending, Cancelled, Completed
- Booking source — Portal, SMS, External system
Appointment details
Click any appointment to open the detail panel, which shows:
- Patient name and contact details
- Doctor assigned
- Date, time, and duration
- Booking notes (if any)
- Booking source (how the patient booked)
Colour coding
| Colour | Status |
|---|---|
| Green | Confirmed |
| Yellow | Pending (awaiting confirmation) |
| Grey | Completed |
| Red | Cancelled |
Exporting appointments
To export appointments to CSV, click Export above the list. You can export the current filtered view.
Note: Patient contact details (phone, email) are masked for privacy unless you are the clinic owner or have the appropriate permissions.