Manage Appointments in List and Calendar Views

Appointments provides List and Calendar views. Administrators can filter by date, status, payment, service, or staff and can update individual or selected appointments.

Open the feature

Go to Yo Booking > Appointments.

Before you start

• Create representative pending and confirmed test appointments.
• Define who may change appointment and payment states.

Recommended workflow

1. Use List filters to locate appointments and review customer, booking, status, payment, and notes.
2. Open an appointment to update status, internal note, schedule, or payment state.
3. Use bulk status only on a reviewed selection.
4. Switch to Calendar and test month, week, day, and agenda views.
5. On staging, test drag, drop, or resize and verify conflict rollback.
6. Export an authorized CSV when operational analysis is needed.

What success looks like

• List, calendar, dashboard, reports, and customer history show consistent appointment data.
• Conflict validation prevents overlapping or unavailable reschedules.

Important notes

• Statuses include pending, confirmed, cancelled, completed, no-show, and rescheduled.
• Appointment totals are stored as booking snapshots and should not be silently rewritten by later service price changes.

Release and support resources

• View the product page
• Install the stable free version from WordPress.org
• Review the official release notes