Underneath the date filter on the Appointment tab, there are optional filters. Please note that the date selection will be maintained when using these filters.
You can click X to remove a filter from the view, or More to add additional filters.
Here is a list of filters available for appointments:
Status
Filter by appointment status: New, Broadcasted, Confirm Interpreters, Scheduled, In Progress, Completed, Canceled, or Archived.
Communication Type
Filter appointments by 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
Filter for appointments based on whether the interpreter has confirmed the time: Revised By Interpreter, Confirmed By Interpreter, Revised By Admin, Confirmed By Admin, or No actions.
Recurrence
Filter for appointments based on if they are one-off or in a series. Options: Single or Series.
Signatures
Filter for appointments based on signature requirements. Options: Not Required, Required - Unsigned, or Signed
Types
Based on Appointment Type: New/Initial or Follow-Up.
Priority
Based on the priority set during the appointment creation. Options: Regular, Rush, Emergency, or Special.
Appointment Tags
Filter based on custom tags that have been added to the appointment.
See more: Appointment Tags
Zones
Filter for appointments with designated Zones.
Consumers
Filter for any individual consumer that is saved under the Consumers tab of an Account.
Automation
Filter based on automation settings of the appointment. Options: Only Auto-Broadcasted, Only Auto-Confirmed, Fully Automated, or Not Automated.
See more about automation:
Account Invoice
Filter based on whether or not the appointment has been added to an invoice. Options: Invoiced
or Not Invoiced