View Scheduled Appointments

Before viewing appointments for the first time, you should save your default filter settings. If you don't save your default filters, you will see everyone's appointments.

1.  On the left, select Appointments



2. On the top, Appointments should be the default selection



3. Select the button + More Filters



4. Under these filters, for Counselor, select your name, then click Apply Search

  • This will show you only your upcoming appointments



5. After you've applied the search, select Save Defaults

  • This means that every time you go here from now on, it will always use this filter



6. In the Appointments tab, you will now see your upcoming scheduled appointments in order from nearest to farthest out


7. To see past or cancelled appointments, select the Archived Appointments tab

  • You can use the Save Defaults steps for all tabs under appointments