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Filtering Appointment Types (Card and List View)

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Bytimothy A
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Overview: 
Filtering Appointment Types in Card or List View allows you to quickly narrow down your appointments based on criteria like status, user, or folder. This helps you efficiently find, organize, and manage the appointment types you need without scrolling through the entire list.

Follow these steps to filter appointment types (Card and List View):

Step 1: On your Dashboard, navigate to the Appointment Types tab under the Calendar section.
Step 1: On your Dashboard, navigate to the Appointment Types tab under the Calendar section.

Step 2: In Card or List view, click the Filters button beside +Create New.

Step 2: In Card or List view, click the Filters button beside +Create New.

Step 3: A pop-up will appear, allowing you to set your desired filter criteria. You can filter your appointment types by date created, appointment/service type, status, or type filter.

Step 3: A pop-up will appear, allowing you to set your desired filter criteria. You can filter your appointment types by date created, appointment/service type, status, or type filter.

Step 4: Click the Search button to apply the filter. You can now view all appointment types that match your filter settings.

Step 4: Click the Search button to apply the filter. You can now view all appointment types that match your filter settings.

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