In this document:
- Upcoming Appointments Module Overview
- Upcoming Appointments Shortcode Attributes
- Viewing Appointment Details
- No Booked Appointments?
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 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:
If you’re using one of the page builders listed above, you could also use our Upcoming Appointments block/widget.
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:
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:
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.
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.
File a support ticket with our five-star support team to get more help.
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Cancel, Reschedule, Edit or Delete Bookings
Display Booked Appointments