Back to Getting Started Guides

This guide applies to:

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

Introduction

The Upcoming Appointments module helps your logged-in users keep track of their booked appointments.

This module is for end users only. For admins, please check the Appointments area to see your scheduled appointments. Or, use our front-end dashboard shortcode to display the entire SSA dashboard on a page or post.

Upcoming Appointments list. Two bookings are listed, one with a web meeting link and one without. Both have a view details link.
Bulleted list of upcoming appointments

Upcoming Appointments Module Overview

This module’s block/widget displays a bulleted list of the upcoming booked appointments for the user (non-admin) wherever you embed it on the page. This includes:

  • Date, Time, Timezone information for the booking
  • Open Web Meeting link, only if booking has a video meeting link associated with it
  • View Details link to make changes to the booking such as reschedule, cancel, or edit information
  • (Optional) Appointment Type Title

How the Upcoming Appointments Module Works

The logged-in user information is used to find appointments to display in this module. If the user information isn’t provided, we do a lookup using their email address.

And, if no match is found using the user information or email address, then we don’t list any appointments here.

Remember, this doesn’t apply to admins and team members, their appointments will not be listed with this module.

Default Upcoming Appointments Shortcode

You can embed the Upcoming Appointments list on any post or page using our general shortcode. Use a plain text block, shortcode block, or widget to paste the shortcode:

[ssa_upcoming_appointments]

If you’re using one of the page builders listed above, you could also use our Upcoming Appointments block/widget.

Booking an appointment as a logged-in customer

Upcoming Appointments Shortcode Attributes

Use the following attributes to modify the information displayed in the Upcoming Appointments listing.

Display the Appointment Type Title – “appointment_type_displayed” Attribute

If you have multiple Appointment Types and you would like for the upcoming appointments to display the Appointment Type title, you can use the appointment_type_displayed attribute and set it to true, like so:

[ssa_upcoming_appointments appointment_type_displayed=true]
Upcoming Appointments list with the title of the Appointment Type included in the booking
Bulleted list of upcoming appointments with their associated booking type title

Hide the Web Meeting Link – “web_meeting_url” Attribute

If you’d prefer to hide the Web Meeting link associated with each booking listed in the Upcoming Appointments module, you can use the web_meeting_url attribute and set it to false, like so:

[ssa_upcoming_appointments web_meeting_url=false]

Viewing Appointment Details

Click View Details to see the full details of the appointment and to make changes. From here your customer will be able to Edit Information, Reschedule, and Cancel this appointment.

  • Edit Information: Change previously entered information for the booking form fields.
  • Reschedule: Change the appointment to a different date or time.
  • Cancel Appointment: Cancel the appointment, the user will see a confirmation message.

This is not a way to display all of the admin’s booked appointments. If you’d like to display your Appointments on your website please see our other guide on how to Display Bookings on Pages or Posts.

Viewing the full details of the upcoming appointment

No Booked Appointments?

Finally, the user sees a message when there are no booked appointments. By default, the message says, “No upcoming appointments”.

You can customize the message in the widget/block settings.

The Upcoming Appointments module settings in the WordPress Block Editor - Editing the message that's displayed if the user has no Upcoming Appointments

Still stuck?

File a support ticket with our five-star support team to get more help.

File a ticket

  • Please provide any information that will be helpful in helping you get your issue fixed. What have you tried already? What results did you expect? What did you get instead?
  • This field is for validation purposes and should be left unchanged.


Related Guides