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Appointments Page

The Appointments page is the central interface for viewing, filtering, and managing all scheduled appointments within the POM application. From this page, users can create new appointments, review existing ones, apply filters, and customize how appointment data is displayed.

Accessing the Appointments Page

Appointment1

  1. Locate the Appointments icon in the navigation menu on the left side of the screen.

  2. Click the Appointments icon.

  3. The system redirects you to the Appointments Page.

Appointments Page Overview

Appointment1

The page is divided into two main areas:

  • Filter Control Area (top section)

  • Appointments List Area (below the filters)

If no appointments exist, the system displays the message:
“There are no appointments.”

Top-Level Actions

At the top-right corner of the page, the following actions are available:

  • Legacy Appointment List – Opens a list of legacy appointments.

  • Create Appointment – Opens the Create Appointment modal.

  • Table View / Export Icon – Allows switching view formats or exporting appointment data.

Appointment Filter Controls

Filters allow you to narrow down which appointments appear in the list.

Date Range

  • Displays a date or date range (e.g., Dec 16 → Dec 16).

  • Click to open a calendar picker and select a single date or range.

Today Button

  • When active, automatically filters appointments for the current day.

Workers

  • Filters appointments by assigned worker.

  • Select from a scrollable list of users.

Service Type

  • Filters appointments by service type.

  • Options include services such as Acid Wash or Cleaning – Weekly Package.

Appointment Status

Available options:

  • Assigned

  • Unassigned

  • Complete

Billing Status

Available options:

  • Billed

  • Not Billed

  • Pending

  • Pre-Paid

  • QBD

  • QBO

  • Ready

  • Stripe

  • Unbillable

Notifications

Available options:

  • Emailed

  • Texted

  • Not Sent

Priority

Available options:

  • Special

  • High

  • Medium

  • Low

Color

  • Filters appointments by assigned color code.

Tags

  • Filters appointments by custom tags such as:

    • Autopay

    • Monthly

    • Cold

Clear Filters

  • Displays the number of applied filters (e.g., 0/0 Selected).

  • Click to reset all filters.

Customizing the Appointments View

Filter Visibility Menu

  1. Click the Filter Icon next to the Tags dropdown.

  2. A panel opens allowing you to show or hide the following filters:

    • Workers

    • Service Type

    • Appointment Status

    • Billing Status

    • Notification

    • Priority

    • Color

    • Tags

  3. Click Save Filters Layout to retain your preferred filter setup.

Column Visibility Menu

  1. Click the Table Icon on the right side of the action buttons.

  2. Select which columns should appear in the appointment list.

Available columns include:

  • Date

  • Customer

  • Address

  • Street

  • City

  • State

  • Zip Code

  • Duration

  • Service Type

  • Workers

  • Private Notes

  • Priority

  • Communication

  1. Click Save Columns Layout to preserve your selection and order.

Appointment List Columns

When appointments exist, they are displayed under the following headers:

  • Date

  • Customer

  • Address

  • Duration

  • Service Type

  • Workers

  • Private Notes

  • Priority

  • Communication

Create Appointment Modal

Appointment2

The Create Appointment modal opens after clicking the Create Appointment button.

Appointment Details Section

Customer

  • Displays a dropdown list of all customers.

  • Selecting a customer automatically loads related information.

Service Type

  • Displays a dropdown of all available service types.

Color

  • Assigns a color to the appointment for visual identification.

Date

  • Opens a date picker to select the appointment date.

Time

  • Allows selection of the appointment start time.

Duration

  • Defines how long the appointment will last.

Priority

Available options:

  • Low

  • Medium

  • High

Frequency

  • Determines whether the appointment repeats.
    Available options include:

  • Does not repeat

  • Daily

  • Weekly

  • Monthly

  • Custom frequency

Workers Section

Add Worker

  • Allows selection of one or more workers from a dropdown list.

Pin to Unassigned Queue

  • Allows scheduling the appointment without assigning a worker.

  • The appointment remains unassigned until manually assigned later.

Items Section

  1. Click Add Item.

  2. Select one or more items from the dropdown.

  3. Items are added to the appointment for billing purposes.

Billing Section

Billing Status

  • Select a billing status from the dropdown:

    • Not Billed

    • Billed

    • Stripe

    • Unbillable

    • Pre-Paid

    • Ready

    • Pending

    • QBD

    • QBO

Quantity & Price

  • Set the quantity and price for the service.

  • The system automatically calculates the total amount.

Notes Section

  • Notes for Customer: Visible to the customer.

  • Private Notes: Internal notes visible only to staff.

Customer Activity Information

When a customer is selected:

  • Address Information is displayed.

  • Past Services related to the customer are shown.

  • Upcoming Appointments for the customer are displayed.

This information helps provide context before scheduling the appointment.

Creating the Appointment

  1. Review all entered details.

  2. Click the Create button.

  3. The system saves the appointment and adds it to the Appointments list.