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Understand the Appointments page

See every appointment in a date range, with the service, staff and payment details for each.

Table of Contents

The Appointments page in Money lists appointments across your clinic. Use it to check what was performed, by whom, and what was invoiced.

Narrow the list

  • Set the date range.

  • Filter by location, staff member, status or service.

  • Search for a patient by name.

What you can do

  • Add or remove columns with Edit Columns.

  • Select several rows to change them with Bulk Edit.

  • Export the list to a file.

  • Click a patient's name to open their card.

Up next

Next, read Raise an invoice from the patient card.