Getting a clear view of your schedule shouldn't be a chore! This guide helps you navigate your appointment dashboard and understand exactly where your bookings are coming from—whether they're from your team or your AI assistant.
✨ When You Need This Guide:
You want to see a full history of all your bookings in one place.
You need to verify if a lead came from your website, a Facebook ad, or the mobile app.
You want to see which appointments were automatically handled by CharlieAI.
You need to filter your list to see "Booked" appointments versus "Leads."
What This Covers (And What It Doesn't):
✅ This covers viewing appointment details and identifying the origin of appointments scheduled from your ALOHA tools.
❌ This doesn't cover technical setup for the Charlie AI integration or modifying appointment times.
Prerequisites/You'll Need:
An active ALOHA account.
Standard user or admin login credentials.
✅ Identifying Your Appointment Sources
Go to the SCHEDULING tab in your ALOHA dashboard
Click on SCHEDULING HISTORY
Review your list. You can now see every booking made via Online Scheduling, the Mobile App, the Patient Portal, or AI (CharlieAI).
Set your timeframe by clicking the Dates fields at the top center of the screen.
Refine your view by clicking the blue Filters button on the top right. You can drill down by:
Appointments vs. Leads: Separate booked appointments from potential new clients
Origin: Where the appointment was booked
Status: The status (scheduled or attended) of the appointment.
Type: The specific service booked.
📊 What Do the Columns Mean?
Here’s a quick breakdown of each column on the Scheduling History page:
Column | What It Shows |
Contact | The name of the patient who scheduled the appointment |
Phone | The phone number entered during scheduling |
Appointment Type | The specific type of appointment booked |
Provider | The provider the appointment was scheduled with |
Origin | Where the booking happened (e.g., Online Scheduler, Mobile App, etc.). |
Source | Name of the website scheduler used (i.e Facebook Ad, NP OS) |
How? | How the patient heard about your practice (if entered) |
Scheduled At | The date/time the patient made the booking |
Appointment Date | The actual appointment date selected by the patient |
💡 Common Questions
What You Might Notice | Why It's Happening | What to Do |
"AI" listed under Origin | CharlieAI successfully booked this appointment for you. | No action needed! Your AI handled the work. |
Too much data on screen | You are viewing all history at once. | Click the blue Filters button to narrow your results. |
"Lead" vs "Appointments" | Some users start the process but don't finish. | Filter by Leads to find people to follow up with! |
The list looks empty | Your date range might be set to a day with no activity. | Click the Dates field at the top center and expand your range. |
🎉 You’ll Know It’s Working When:
You can see a complete list of all external bookings in the Scheduling History.
Appointments booked by CharlieAI show up clearly with the AI label.
You can use the Filters button to quickly find "Leads" versus "Booked" appointments.
💬 Need Help? We're Here!
Struggling to find a specific appointment or need help with your filters? Our team is ready to jump in!
📞 Phone: 800-563-0469 📧 Email: support@getaloha.com