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Filtering Appointments

Filter the Appointments list by status, communication type, account, language, interpreter, tags, zones, automation, and more (LSC admins).

Written by Quinn Bott

LSC Administrators can narrow the Appointments calendar to find exactly the appointments they need. Filters sit underneath the date range on the left, and your date selection stays in place as you filter.

Add or remove filters

  1. 1. In the left sidebar, select Appointments>Calendar.

    2. Under the date range, select a filter to apply it.

    3. Select X on a filter to remove it, or select More to add additional filters.

[Reviewer note] Confirm whether the Appointments destination uses a Calendar sub-tab or view label in BDS, and whether the filter row differs by view. Also confirm the "LSCs" filter, "Additional Filters" grouping, in-results search box, and "Reset Filters" control that a prior draft mentioned; none appear in the legacy article.

Available filters

  • Status: New, Broadcasted, Confirm Interpreters, Scheduled, In Progress, Completed, Canceled, or Archived.

  • Communication Type: Onsite Consecutive, Scheduled Video Interpreting, Scheduled Telephonic, Onsite Simultaneous, Onsite Whisper, Onsite, or Third Party Platform.

  • Accounts: Select one or more accounts.

  • Languages: Select one or more languages.

  • Interpreters: Select one or more interpreters.

  • Time Confirmation: Whether the interpreter has confirmed the time: Revised By Interpreter, Confirmed By Interpreter, Revised By Admin, Confirmed By Admin, or No actions.

  • Recurrence: Whether appointments are one-off or in a series: Single or Series.

  • Signatures: Signature requirements: Not Required, Required - Unsigned, or Signed.

  • Types: Appointment type: New/Initial or Follow-Up.

  • Priority: The priority set during appointment creation: Regular, Rush, Emergency, or Special.

  • Appointment Tags: Custom tags added to the appointment. See Appointment Tags.

  • Zones: Appointments with designated Zones.

  • Consumers: Any individual consumer saved under the Consumers tab of an account.

  • Automation: The appointment's automation settings: Only Auto-Broadcasted, Only Auto-Confirmed, Fully Automated, or Not Automated. See Appointment Auto-Broadcasting and Auto-Confirmation.

  • Account Invoice: Whether the appointment has been added to an invoice: Invoiced or Not Invoiced.

Additional, less-common filters are grouped under Additional Filters. To search within the results, use the search box (Search by ID, name, etc), and select Reset Filters to clear everything.

Next steps / Getting more help

• For LSC admins: if a filter isn’t returning the appointments you expect, reach out to Boostlingo Support with a screenshot showing the filters you applied and the date range. If you’re unsure how to reach Support, contact your Account Manager.
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See also

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