> For the complete documentation index, see [llms.txt](https://docs.tipo.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.tipo.io/tipo-appointment-booking/appointment-management/manage-appointments.md).

# Manage appointments

### ✅ What you can do here

* View appointments in a **Calendar (Month)** or **List** view
* Filter by status (**All / Approved / Pending**)
* Open an appointment to see details (customer, order, time, service)
* **Reschedule** or take actions (approve / cancel / delete)
* **Export** appointments to a file (CSV)

***

### 📂 Open the Appointments page

Open the app > go to **Appointments.**

What you’ll see:

* Tabs: **All / Approved / Pending**
* A calendar header (Month + navigation)
* Top-right buttons: **Settings**, **Add appointment**, **Export**

<figure><img src="/files/GGAtKX3IAbRByjXdhfUz" alt=""><figcaption></figcaption></figure>

***

### ⚙️ Choose how you want to view appointments

#### Month view (Calendar)

Best for seeing your schedule at a glance and spotting busy days.

* Click **Month** (top right)
* Click an appointment block on the calendar to preview details (service, status, date/time, participants).

<figure><img src="/files/YIMIsiDEcxO08HErPz3M" alt=""><figcaption></figcaption></figure>

#### List view

Best for scanning lots of appointments quickly.

* Click **List** (top right)
* Use filters/search to narrow down results.

**Tip:** Use **Approved** when you want only confirmed bookings, and **Pending** when you want to review requests.

<figure><img src="/files/VgeADyboXq8MUoErZSLj" alt=""><figcaption></figcaption></figure>

***

### 🔍 Filter appointments by status

At the top of the page, choose one:

* **All** – everything
* **Approved** – confirmed bookings
* **Pending** – waiting for your approval (if your store uses approval)

This helps you focus on the right workload (review vs. manage).

***

### 📋 View appointment details

Click an appointment on the calendar (or list) to open it.

Inside the appointment detail page, you’ll typically see:

<figure><img src="/files/cqnLfvjkYbKxCZnohin1" alt=""><figcaption></figcaption></figure>

#### Participant(s)

* Customer name + contact info
* Linked order number (if paid)
* Payment label (example: **Paid**) and amount

#### Service information

* Service name + variant (if any)
* Team member (if assigned)
* Location (if used)

#### Appointment information

* Start time / End time
* Capacity

***

### 🔁 Reschedule an appointment

On the appointment detail page, click **Reschedule** (top right).

<figure><img src="/files/887tYSaBH5azlBhEE0mj" alt=""><figcaption></figcaption></figure>

A reschedule form will open where you can:

* Select **Team member**
* Pick a **Date**
* Choose a new **Time** (time range)

Rescheduling must follow availability rules (team member schedule + blocked times + booking date range).

***

### ✏️ Take actions: approve, cancel, delete appointments

On the appointment detail page, click **More actions**.

<figure><img src="/files/c8T4U9LkPmGP5pmJ918m" alt=""><figcaption></figcaption></figure>

Common actions you may see:

* **Approve appointment** (for pending bookings)
* **Cancel appointment** (keep record but mark it canceled)
* **Delete appointment** (remove it entirely)

**Suggested guidance text**

* Use **Cancel** when you want to keep history/reporting.
* Use **Delete** only when you truly want it removed (ex: test bookings).

***

### ⚙️ Appointment settings (display style)

From the main **Appointments** page, click **Settings** (top right).

<figure><img src="/files/uijWHrwVilzZLH2w8pOP" alt=""><figcaption></figcaption></figure>

You can choose how appointments appear on the calendar, for example:

* **Default view** (shows more details like service + time + customer)
* **Simple view** (more compact display)

Click **Apply** to save.

***

### 📤 Export appointments

From the main Appointments page, click **Export** (top right).

<figure><img src="/files/5jU9JaQVD7rPCWczggK1" alt=""><figcaption></figcaption></figure>

In the export popup:

1. Select a **date range** (calendar picker)
2. Choose **Export as** → usually **CSV**
3. Click **Export**

***

**🙋 Still need support?**

If you still need help, please feel free to contact us at <hi@tipo.io>. We’ll be happy to assist you further.
