The appointments list
See today's and the next two weeks' appointments in one list, search and filter them, and check in, complete, cancel or edit from each row.
The Appointments list shows appointments from the start of today through the next two weeks, soonest first. Use it to find an appointment fast, or to work through check-ins without the calendar.
Find an appointment
- Go to Operations → Appointments.
- To find a client's appointments, type their name, email or phone number in Search clients.... For a phone number, type only the digits.
- To narrow the list, select Filters and choose a Location, Category, Service, Provider, Client or Status.
Turn on Next 24h to see only appointments in the next 24 hours.
The number on Filters counts your search and filters. Clear all filters, under Filters, removes them all, including the search.
The list shows 25 appointments a page. Use the page buttons at the bottom to see more.
On a Lilo Booth plan, there's no Location or Provider filter. There's also no Provider filter if you only see your own calendar.
What each row shows
Each row shows the date and time, client, services and their length, provider, location and status. Select the client's name to open their profile. On a Lilo Booth plan, there's no provider or location column.
Check in, complete, or cancel from the list
- Go to Operations → Appointments and find the appointment.
- Select a button on its row:
- Check In: on a Booked or Confirmed appointment.
- Complete: once the client is checked in.
- No Show: once the client is checked in, until the service starts. You can't undo it.
- Cancel: on a Booked or Confirmed appointment. Then select Cancel Appointment in the Cancel this appointment? box.
Check In, Complete and No Show happen as soon as you select them. Cancel notifies the client and doesn't ask for a reason.
To change an appointment, select the pencil on its row. It opens the same Edit Appointment box as the calendar. See Change, reschedule, or cancel an appointment.
Cancelling here doesn't show what happens to a deposit or ask who's cancelling. If the client paid a deposit, cancel from the calendar instead. Cancellations, no-shows, and deposits explains why.
To book an appointment, select New Appointment. Book an appointment has the steps.
How it works
- The list runs from the start of today to 14 days from now. Earlier and later appointments aren't on it.
- Cancelled and no-show appointments stay on the list with their status.
- You see appointments at the same locations as on your calendar. If you only see your own calendar, you only see your own appointments here.
- With Checkout-First Workflow on, rows don't have Check In. Check-in, statuses, and no-shows explains this setting.
Lilo Pro
If you're working in one location, the list starts filtered to it. To see your other locations, change Location under Filters.
Common questions
Where are past appointments?
The list starts at today. To look back, go to the date on the Calendar. In the Lilo app, the Appointments list has a Past tab.
Why doesn't a row have No Show?
No Show shows on a row once the client is checked in. For a client who never arrived, open the appointment on the Calendar. There, No Show shows up after the start time.
Why doesn't a row have Cancel?
You can cancel Booked and Confirmed appointments here. To cancel a checked-in appointment, open it on the Calendar.
How do I see one client's appointments?
Type their name in Search clients....
Can I see more than two weeks ahead?
Not in this list. Use the Calendar for later dates.
Can I use the list in the Lilo app?
Yes. Tap More → Appointments. It has Future and Past tabs, plus search and filters. Tap an appointment to check the client in, edit it or cancel it.
Recurring appointments
Book an appointment that repeats, fix dates that clash, cancel one visit, and pause, resume or cancel a whole series.
Your availability, time off, and blocks
Set the hours clients can book you, block out breaks, change one day, take time off or call in sick, and what to do if your manager sets your hours.