Manage Appointment – Grid

screenshot

Overview

The Grid view displays all your appointments in a searchable, filterable table — useful for scanning many bookings at once, applying bulk actions, and changing statuses without opening each appointment.

How to Access

Go to Appointments
In the top-right view dropdown, choose List view (default)

For visual scheduling, use Calendar Views instead.

Page Header

Control	Behavior
Title	"Appointments"
Create appointment	Opens the Create appointment screen
View switcher	Toggle between List view (Grid) and Calendar view

Tabs

Filter the list by time:

Tab	Shows
All	Every appointment (Upcoming + Past)
Upcoming (default)	End time ≥ current time
Past	End time < current time

Search & Filters

Filter	Behavior
Search	Find by Service name, Booking ID, or Customer info (name / email / phone). Contains-match
Status	Approved / Arrived / Completed / No-show / Cancelled
Payment status	Paid / Unpaid / Paid partially
Date range	Filter by appointment date range
Applied filters	Active filters appear as chips — click ✕ on a chip to remove it

Filters and search compose — combining them narrows results.

Appointment Table

Each row is one appointment:

Column	Notes
Booking ID	Click to open the Appointment details
Service	Service name
Appointment	Date · time slot (e.g., 8:30 AM — 10:00 AM) · attendee count (shown when > 1)
Customer	Name · phone · email
Status	Appointment status + payment status badges (see Status Management)
Created at	Timestamp the appointment was created, in merchant timezone (`MMM DD, YYYY, hh:mm`)
Actions	Edit button — opens the Appointment details

Pagination — 10 rows per page. Result count is shown above the table
Empty state — "No appointments found" appears when no row matches the current filter

Bulk Actions

Select rows with their checkboxes to reveal bulk action buttons:

Action	Behavior
Send reminder	Send a reminder email to the customers of all selected bookings immediately
Mark as completed	Set status of selected bookings to Completed. Skips bookings already in a terminal state (Completed / Cancelled / No-show)
Mark as paid	Set payment status of selected bookings to Paid

Status Management

Appointment Statuses

Status	Meaning	Set by	Terminal?
Approved	Confirmed booking, awaiting service	System (auto when customer books)	No
Arrived	Customer has arrived	Merchant	No
Completed	Service finished	Merchant	Yes
No-show	Customer didn't show up	Merchant or system (auto)	Yes
Cancelled	Appointment was cancelled	Merchant or Customer	Yes

Terminal statuses are end states — they cannot be changed to anything else.

Status Transitions

Approved ──► Arrived ──► Completed
   │            │
   │            └──► Approved (revert)
   │
   ├──► Cancelled
   └──► No-show

Rules:

Arrived cannot move to Cancelled or No-show — the customer is already on site
Terminal states (Completed / No-show / Cancelled) cannot transition further

Changing Status

Click the status badge to open the popover:

Current status	Popover options
Approved	Arrived · Cancelled · No-show
Arrived	Completed · Revert to Approved
Completed / No-show / Cancelled	None — terminal

Selecting Cancelled opens the Cancel modal to capture a reason. Other transitions apply directly without a modal — see Cancel Appointment for details.

Payment Status

Payment status	Meaning	Default for
Paid	Fully paid	Bookings via Shopify checkout
Unpaid	Not yet paid	Bookings created outside Shopify checkout
Paid partially	Only part of the amount has been paid	–

Click the payment badge to change the status from the action list.

Create / Edit appointment Calendar view