Back to Appointments Guides

This guide applies to:

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

Introduction

Viewing bookings in the SSA Appointments page is easy using the Views and Filters.

Use our Changing Booked Appointments guide to find out more on how SSA handles cancellations and rescheduling.


Viewing Bookings as the Administrator on Your Website

A website administrator can view the list of bookings by selecting Appointments > Appointments from the left-side menu in the WordPress dashboard.

Or, selecting Appointments from the left-side menu in the WordPress dashboard to take you straight to the Admin page of the plugin.

Accessing the Appointments Tab in the WordPress Dashboard
WordPress Dashboard > Appointments Tab to access the SSA plugin page

Viewing Bookings as a Customer/User on Your Website

To let your logged-in users view a list of their booked appointments use our Upcoming Appointments module on a page or post.

Or, use the shortcode:

[ssa_upcoming_appointments]

The Upcoming Appointments module will not show the admin all of the bookings made by users, this is only for users to see their bookings.


Switching Views from Upcoming or Past Appointments

To switch between the Upcoming and Past Appointment views, click on the the Upcoming Appointments header. Choose the view you’d like to see from the drop-down menu:

  • Upcoming Appointments: All Today and future appointments
  • Past Appointments: All Past Appointments
  • Date Range: Choose a Start and End Date to view appointments inside that range

All views display in chronological order based on the start time of the appointment.

Views' dropdown menu expanded in the Appointments tab
Views’ dropdown menu

No Upcoming Appointments

If there are no upcoming appointments, the Appointment Tab displays, “There are no upcoming appointments scheduled”.

Appointments tab when there are no upcoming appointments
Appointments tab when there are no upcoming appointments

Viewing Bookings with Filters

To use the Filters on the Date Range, Past or Upcoming Appointment Views, select the Filter option on the top-right corner.

Filter option highlighted in the Appointments Tab
Filter option highlighted in the Appointments Tab

There will be two fields – one to choose Appointment Types and one to choose the Appointment Status.

  • Appointment Types: Choose none or more (if none selected, then it will include all of the appointments)
  • Appointment Status: Choose one or more
    • Booked
    • Canceled
    • Pending Payment
    • Pending Form Submission
    • Abandoned

The filters apply automatically, if you’d like to remove the filters select Reset Filters.

Reset Filters to their default settings using the Reset Filter option in the Filter editor for the Appointments tab
Reset Filters to their default settings

Date Range Filters

The Date Range view also includes two more fields to filter your appointments: Start Date and End Date.

You could use both of the Date fields to create a range between two dates. For example, I can get all the appointments between July 1st, 12AM to July 4th, 12AM.

Or, you could just use a single one of the Date fields.

  • Only Use Start Date: Get all appointments beginning at this date
  • Only Use End Date: Get all appointments up to this date

Canceled and Abandoned Appointments

Canceled and abandoned appointments still appear on the list. But, their title changes to add the Canceled note and their listing has a fade.

Canceled appointment listing shown with the Canceled tag and faded entry box in the Appointments tab
Canceled appointment listing shown with the Canceled tag and faded entry box

Load More Appointments

If you have more bookings that don’t appear on the page, to continue viewing appointments on the list select Load More Appointments at the end of the list.

It should glow green when there’s more to load and fade to grey when there is no more to load.

Load More Appointments button glowing green to indicate more unloaded appointments in the Appointments tab
Load More Appointments button glowing green to indicate more unloaded appointments


Still stuck?

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

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