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Appointment Details Page

This guide applies to:

  • Basic Edition
  • Plus Edition
  • Pro Edition
  • Business Edition

Introduction

After an appointment is booked, the admin can visit the Appointment Details Page in the Appointments Tab of the plugin dashboard. This will show a detailed overview of the appointment, including information like:

  • Start date and time for the booking
  • Customer information fields
  • Booking calendar info

Appointment Details Page

To see an overview and manage booked appointments as an Admin or Team Member, go to the SSA Admin Appointments Page > Appointments tab. Here you’ll see a list of your Upcoming Appointments. 

Click on the Appointment you’d like to view and click the Appointment Details page button.

Appointment and Customer Information

From here, you’ll be able to see different information about the booked appointment. 

Here you’ll find:

  • Customer name
  • Appointment Type
  • Appointment Start Time and Date
  • Rescheduling History
  • Customer Information Fields
  • Reschedule/Cancelation Link
  • Web Meeting Link (if any)
  • Payment Information (if any)
  • Team Member Assigned (if any)
  • Resources assigned (if any)
  • Title of Booking Page 
  • URL of Booking Page 
  • Booking Status
  • Created Date
  • Last Modified Date
  • Formidable or Gravity Forms Entry Link (if any)
  • SMS Opt-In or Opt-Out (if any)

Appointment Actions

You can Cancel, Edit, Reschedule or Delete the Appointment using the Menu (three dots) button in the top-right corner.

You can even modify the status of the appointments here by clicking Edit next to the booking status.

As well as Edit Team Members if you’re using the Team booking feature.

On top of that, you’re also able to review the revision history for the appointment (if this is enabled in your Developer settings). This will allow you to view when an appointment was created, when it was rescheduled, what edits were made, if it synced over to Google Calendar (if connected), and if notifications were sent out.

Appointment Details displaying the appointment information.

Group Appointment Details Page

The Group booking feature is included in all of the paid editions using the Capacity feature.

Group Appointment and Group Info

In the Group Appointment Details Page, you can see the

  • Appointment Type
  • Start Date and Time of the Group Appointment
  • Team Member Info (if any)
  • List of attendees listed with their:
    • Name
    • Email
    • Appointment Details link
    • Specific Cancelation link

Group Appointment Actions

The Menu (three dots) in the top-right corner will give you the option to Export the Attendee List, Cancel the entire Group Appointment, or Delete the entire Group appointment.

Group Appointment Details Page viewing the Attendees List
Group Booking Details Page Viewing the Attendees List

Still stuck?

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