Who This Is For / When to Use
Use this feature if you need to:
View appointments across multiple calendars in one place
Save filtered appointment views for repeated use
Track appointment status, ownership, or reschedules efficiently
Appointment List View Overview
The Appointment List View is a centralized dashboard for managing all appointments across calendars. It supports advanced filters, customizable columns, and Smart Lists.
Key capabilities include:
Viewing all appointments in one list
Creating saved Smart Lists based on filters
Customizing visible columns and sorting logic
Default Lists in Appointment List View
The Appointment List View includes three default lists:
Upcoming
Shows future and currently ongoing appointments.Cancelled
Displays cancelled appointments, no-shows, or invalid entries.All
Lists every appointment created in the account.
Default Columns
The Appointment List View includes the following default columns:
Index – Sequential numbering
Title – Appointment name
Invitee – Primary contact attending
Status – New, Confirmed, Showed, No-show, Cancelled, Invalid
Appointment Time – Scheduled date and time
Calendar – Calendar where the appointment was created
Appointment Owner – Assigned user
Rescheduled Tag – Identifies rescheduled appointments
Additional columns such as Created By and Date Added can be enabled.
Using Advanced Filters
Advanced Filters allow you to refine appointments using specific conditions.
Available filters include:
Calendar
Users
Status
Date Added
Start Date / Appointment Time
Created By
Is Rescheduled
AND / OR Logic
Filters can be combined using AND and OR logic to create complex conditions, such as:
Calendar = Sales AND
Date Added = Last 7 days
Creating a Smart List
Smart Lists save your filter, column, and sorting preferences as reusable views.
Steps to Create a Smart List
Go to Calendars > Appointments.
Click + Smart List.
Enter a descriptive name for the Smart List.
Apply Advanced Filters based on your needs.
Managing Columns in a Smart List
You can control which columns appear in your Smart List.
Open Columns
Enable or disable fields
Reorder columns as needed
Applying Sorting Rules
Sorting determines how appointments are ordered in the Smart List.
Sorting options include:
Date Added (Ascending / Descending)
Appointment Time (Ascending / Descending)
Saving a Smart List
After configuring filters, columns, and sorting:
Click Save as New
The Smart List appears as a new tab next to default lists
Filters are automatically applied when the tab is selected
Editing and Deleting Smart Lists
Edit a Smart List
Select the Smart List tab.
Click Customize List.
Update filters, columns, or sorting.
Click Save.
Delete a Smart List
Open the Smart List.
Click Customize List.
Select Delete List.
Confirm deletion.
Ensure the Smart List is active before deleting to avoid unintended changes.
FAQ
What are the default views in the Appointment List View?
The default views are Upcoming, Cancelled, and All, allowing quick access to appointments by status.
Can I filter appointments by calendar or user?
Yes. Advanced Filters allow filtering by calendar, user, and multiple other conditions.
How do I customize columns in the Appointment List View?
Open Manage Columns from the Appointment List View and enable or rearrange the columns you want displayed.
What is the Rescheduled Tag used for?
The Rescheduled Tag identifies appointments that have been rescheduled, making them easier to track.
Can I edit an existing Smart List?
Yes. You can modify filters or sorting and save changes to the same Smart List or save it as a new one.
Can Smart Lists be deleted?
Yes. Open the Smart List, select Customize List, then choose Delete List and confirm.