Appointments List
To view appointments which have been created, go to Appointments in admin. At the top of this screen you will also notice the standard filters and search area. Here you will see the list of appointments in order of date made:
With these you can:
- Filter by status using the status links at the top
- Use bulk actions
- Move to trash
- Confirm appointments
- Unconfirm appointments
- Cancel appointments
- Mark appointments as paid
- Mark appointments as unpaid
- Filter by date
- Filter by the product
- Filter by staff
- Search (by customer, appointment ID, product, …)
At the far right of each appointment in the list are actions which you can perform on the row:
The two main actions are:
- View the appointment details in a separate screen.
- Confirm appointment that is pending approval.
Confirming Appointments
To confirm an appointment, go to Appointments > All Appointments screen. Any scheduled product that requires confirmation will display as Pending Confirmation status. You can confirm the scheduled product by clicking on the Confirm button to the right:
After you’ve approved the appointment the user will get an email with a link to payment page. The customer can also pay by navigating to their My Account page.
Viewing/Editing Appointments
If you click ‘view’ on an appointment you will be taken to the edit/view appointment page. This works like other admin pages like edit order, except its specifically made for displaying all relevant appointment data:
These details can be edited – just hit save when you are done. Be careful when changing start and end date. Be sure that the start date is always more recent than the end date. Also take into account that availability isn’t checked if you edit the appointment Date/Time and/or Qty.
Order Status
- Unpaid: Appointment requires payment. Order hasn’t been paid for.
- In-cart: Appointment is in cart. Order hasn’t been paid for.
- Pending: Appointment waiting for confirmation.
- Confirmed: Appointment is confirmed. Still requires payment.
- Paid: Appointment has been paid. Order is not complete yet.
- Cancelled: Appointment has been canceled.
- Complete: Appointment has been paid. Order is also complete.
Calendar View
For a calendar view, go to Appointments > Calendar. By default this will show a month-based view, with filter options at the top. Click on a appointment to view its details.
You can also view calendar in a Week, Day or Staff view. When you switch your calendar view it will stay preselected for your future appointment management.
Add Appointment Manually
If you want to add a new appointment manually for a customer, you can do so from the Appointments > Add Appointment page. You should see the following form:
Choose a customer, add an appointable product and click next to continue to add appointment details. You will notice ‘Order’ options here as well:
- If Create a new order is selected, a pending order will be created as well as an appointment. This is useful if you want to create an appointment and have a customer pay for it before it’s confirmed.
- You also have the option to Assign the appointment to an existing order. This will add the appointment to an existing order and will also calculate in the cost of the appointment added.
After clicking next you’ll get an appointment form which is identical to the one shown on the front-end to the customer:
Fill out the form and click Add Appointment to save it. You’ll be redirected to the new appointment or order depending on your choices.
Google Calendar Integration
By integrating WooCommerce Appointments with a Google Calendar, appointments made within WooCommerce will be added to a connected calendar on Google. If Two-way sync is enabled, appointments made on Google calendar will block the same time period on your site. Any changes made on your site or on Google Calendar will be automatically synced.