Introduction

You can reach the Simply Schedule Appointments Admin Dashboard Page by going to the WordPress Dashboard > Appointments.

This is where you can manage all your Appointments, make changes to the Booking Calendars or Settings and contact support with one-click.

Appointments Tab

Inside the Appointments tab, you can do all of the following:

• View all your upcoming,past, or a date range of appointments
• View more details for a single booked appointment
• Filter through appointments to view a specific set of bookings
• + Book An Appointment button to quickly help you book an appointment for a customer
• Export all appointments currently loaded on the page

Viewing Your Appointments

You can easily view all of your upcoming and past appointments, along with viewing your appointments within a specific date range, Appointment Types, and status you want to view.

You can also easily view more details about a specific Appointment to cancel, reschedule, edit, or delete that appointment.

Filtering Appointments

You can also filter your appointments by just the Appointment Type and the status.

Booking An Appointment as Admin

By clicking on the + Book An Appointment button, you can easily schedule an appointment for a customer yourself.

Exporting Appointments

You can easily export all visible appointments on the screen by clicking on the Export button. This will download a .CSV file that you can then analyze or import into your CRM.

Appointment Types Tab

The Appointment Types tab helps you manage your Booking Calendar, Availability and Booking Form.

Inside the Appointment Types tab you can do the following:

• Use the + Add New button to create a new Appointment Type
• Edit existing Appointment Type to update their settings by clicking on it or clicking on the cog to help you edit, clone or delete that Appointment Type
• Reorder your Appointment types to organize them
• Use the dropdown to view Deleted Appointment Types and Recover them

Creating New Appointment Types

Click on the + Add New button to create a new Appointment Type. To see all of the different settings you can change, take a look at our Appointment Type settings overview.

Edit Existing Appointment Types

You can easily edit, clone, or delete an Appointment Type by clicking on the cog.

You can also bulk edit your Appointment Types to edit them all at once.

Reordering Appointment Types

Use the Reorder button to organize by dragging and dropping elements in your Appointment Type list. The way they’re ordered is how they’re displayed to your visitors with the [ssa_booking] shortcode.

Viewing Deleted Appointment Types and Recovering

Use the Appointment Types dropdown to switch over to the Deleted Appointment Types view. This will list out all of the Appointment Types that were deleted but still remain in your database.

From here you can click on them to view their settings or use the cog to Recover them.

Settings Tab

The Settings tab helps you manage the following settings:

Support Tab

Inside the support tab you can use the Contact Support Team button to send our support team a message. Feel free to reach out anytime you need help or have a question.

Related Guides

• 

  Booking Appointments

• 

  Cancel, Reschedule, Edit or Delete Bookings

• 

  Filtering and Viewing Bookings

• 

  Let Employees Manage Admin Page