Appointments in Split View on Scheduler App

Modified on Mon, 19 Jan at 10:29 AM

If you have the Waitlist feature enabled, you can use Split View to manage your schedule. The Split View displays the Waitlist on the left and a list of employees will appear along with their in-service appointments on the right.


Things to know:

  • The ability to filter the schedule in Split View is controlled by the "Accessing Account Settings" access control and the "Enable Split View" setting.
  • In split view, you can see the Waitlist on the left and a list of employees with their in-service appointments on the right.
  • To return an appointment to the Waitlist, open the appointment modal, click the status bar at the top, and select Return to Waiting.



Contents


Filtering the Schedule in Split View

  1. Log in to the Scheduler App
  2. Tap the location name at the top of the screen
  3. Scroll to the Calendar Style section
  4. Under View By, select Split
  5. Tap Done
  6. The schedule will refresh and display in Split View




Upcoming Appointments in Split View


The In-Service tab in split view shows the next upcoming appointment


Appointments that are currently on the Waitlist can be started automatically by using the Start Service button. 


Un-starting an Appointment in Split View


To un-start an appointment in Split View, update its status directly from the appointment modal.


Returning an Appointment to the Waitlist from the Appointment Modal


  1. Locate and select the appointment
  2. In the appointment modal, click the status dropdown in the top-left corner
  3. Select Return to Waitlist
  4. Click Save to apply the change



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