TimeTap is built around managing appointments, so it’s important to be able to quickly locate and sort them by the information you need. You can access appointment details in three ways:
- Calendar View: View all appointments in a calendar format
- Appointments List: View appointment information in a table format
- Appointment Lookup: Search by appointment ID using the lookup feature at the top of the app.
For class session appointments, use the Class Lists view to navigate to the Class Session Details screen and view attendees.
Using Calendar vs. Appointment Lists
Each method offers distinct advantages.
Pros of the Calendar View:
- Easily see available time for new appointments.
- Drag-and-drop to reschedule or extend appointments.
- Day, Week, and Month views let you quickly navigate timeframes without setting custom ranges.
- View Time Offs and externally synced events alongside TimeTap appointments.
Day View
Week View
Month View
Pros of the Appointment Lists View:
- Group appointments by status.
- Change appointment statuses directly from the list.
- Enable and view details like custom fields, location, and assigned staff.
- Sort appointments by a custom date range.
Appointment List View