⨠When You Need This Guide
Need a fast way to view whoâs coming in today or plan ahead for the week? Whether youâre confirming patient appointments or prepping for your shift, Aloha makes it easy to check your schedule and stay organized.
Use this guide when:
You want to see which patients have upcoming appointments
Youâre looking for daily or weekly schedule views
You need to check who received their last reminder
Youâre working from both Contacts and the Calendar view
â How to View Upcoming Appointments
Option 1: From the Contacts Tab
Go to the CONTACTS tab > Show Contacts page
This displays all patient contacts in your system.Click the filter âNext Appointmentâ
This will sort your contacts by their upcoming appointment dates so you can easily view whoâs coming in soon.Or use the âLast Reminderâ filter
This shows who most recently received an appointment reminderâgreat for verifying messages were sent!
Option 2: From the Calendar Tab (For Online Scheduling Users)
Go to the SCHEDULING tab > Calendar page
This gives you a visual layout of your patient schedule.Use the âDayâ or âWeekâ view toggle in the top-right
Easily switch between viewing a single day or the entire weekâs appointments.Select a date using the calendar on the left
Click any day to jump to that date's appointments.Choose which providers to view
Use the provider selector on the left side to show or hide specific providers. All providers are shown by default.
đĄ Common Scenarios & Solutions
Scenario | What Might Be Happening | What You Can Do |
You're not seeing appointments on the calendar | May be filtered by provider or wrong date selected | Check provider selections and calendar view (Day/Week) |
You want to confirm a patient received their reminder | Unsure when or if the message was sent | Use âLast Reminderâ filter in Contacts tab |
You're preparing a provider's schedule for the week | Want to see one providerâs appointments only | Use the provider filter on the Calendar page |
You donât have a Calendar tab | Online Scheduling may not be enabled | Use the Contacts tab filters or reach out to support |
đ Youâll Know It Worked When:
You can clearly see which patients have upcoming appointments
The Calendar view shows the right providers and days
The Next Appointment or Last Reminder filters organize contacts as expected
Youâre confident in your daily or weekly prep!
đŹ Need Help? Weâve Got You!
Our support team is just a message away and happy to walk you through your schedule setup.
đ Call us at 1-800-563-0469
âIn-app chat support is available with responses within 30 minutes during business hours
â
đ Related Articles: