Upcoming appointments can be reviewed and edited in two ways:

1. Upcoming Appointments from the Dashboard
2. Upcoming Appointments from the Bookings page

Upcoming Appointments from the Dashboard

The Dashboard is where you land after first logging in to the appointment portal system.

The Upcoming Appointments (next 7 days) Region Features:

• Lists appointments that are happening in the next 7 days.

• In the Actions column, there are options to

  • Edit the appointment will open the edit screen for the appointment.

  • View displays more details from the intake form. These details are presented in a form that can be copied and pasted into a program like Word or Excel.

  • Launch the Zoom meeting (if an appointment has one).

  • Send a reminder email.

  • Send a reminder SMS (text) message.

• Download an Excel file of appointment in the next 7 days (filtered by location or unfiltered)

Upcoming Appointments from the Bookings page

Bookings is a link on the left-hand navigation menu.

Bookings Page Features:

• Lists ALL appointments in the #FindYourAlly appointment portal that your role has access to.

• Can be sorted by Booking ID, Date Created or Booking Date

• Can be filtered by

  • A date range (from and to),

  • Caseworker,

  • Location,

  • Service,

  • Status

• Allows for export of filtered appointments or all appointments to a file that can be opened in Excel.

• Summarizes the timing for upcoming or past reminder emails and text messages
• Allows for reminder emails or text messages to be sent manually per booking or in bulk
• Click on any Booking ID to enter the edit screen where the appointments details can be reviewed or updated. The edit screen has more communication options such as re-sending a confirmation message or sending a custom email or SMS (text) message.