How to View Appointments in PIPPS
A simple guide for beginners
What Does This Feature Do?
The View Appointments page is a reporting tool that lets you see all scheduled appointments for a specific host (staff member).
Think of it as a way to:
- Check what appointments are scheduled for any team member
- See appointments for a specific date range (today, this week, this month, etc.)
- Review who has appointments and when
- Plan and manage your team's schedule
This is NOT for booking appointments - this is only for VIEWING and reviewing what's already scheduled.
Key Features:
- Host-Specific View: See appointments for one person at a time
- Date Range Filtering: Choose exactly which dates to view (day, week, month, or custom range)
- Clear Listing: Shows date, time, and client name for each appointment
- Secure: You only see appointments for your company
What You'll Need:
- Active hosts (staff members) in the system
- Existing appointments that have been booked
Understanding the Screen
Left Side (Sidebar):
- Shows a list titled "View Appointments"
- Lists ALL active hosts in your company
- Sorted alphabetically by last name, then first name
- Click any host's name to see their appointments
Right Side (Main Area):
- Shows the host's schedule when you select them
- Has a date filter at the top to choose which dates to view
- Displays a table of appointments for the selected date range
- Shows a prompt if no host is selected yet
Step-by-Step Instructions
Step 1: Open View Appointments
- Look at the blue menu bar at the top of the screen
- Find and click on "View Appointments"
- The View Appointments page will open
What you'll see:
If no host is selected yet, the main area will say: "Please select a host from the list on the left to view their scheduled appointments."
If no host is selected yet, the main area will say: "Please select a host from the list on the left to view their scheduled appointments."
Step 2: Select a Host to View
- Look at the left sidebar
- You'll see a list of all your active hosts (staff members)
- Find the host whose appointments you want to see
- Click on their name
What happens:
• The host's name will be highlighted
• The main area will load their appointment schedule
• By default, it shows appointments for TODAY only
• The host's name will be highlighted
• The main area will load their appointment schedule
• By default, it shows appointments for TODAY only
Step 3: Choose Your Date Range
Once a host is selected, you'll see a form at the top of the main area titled "Scheduled Appointments for Host: [Host's Name]"
The form has two date fields:
Start Date
- The first day you want to see appointments for
- Click the date picker or type the date
- Format: Month/Day/Year or use the calendar popup
End Date
- The last day you want to see appointments for
- Click the date picker or type the date
- Must be the same day OR after the Start Date
Common Date Range Examples:
- Today only: Start Date = today, End Date = today
- This week: Start Date = Monday, End Date = Friday
- This month: Start Date = 1st of month, End Date = last day of month
- Next 7 days: Start Date = today, End Date = 7 days from today
Step 4: View the Schedule
- After setting your date range, click the "View Schedule" button
- The page will reload
- A table will appear showing all appointments in that date range
⚠️ Important Date Rule:
The Start Date MUST be before or the same as the End Date.
If you accidentally set the Start Date AFTER the End Date, you'll see an error message and both dates will reset to today.
Step 5: Reading the Appointments Table
The table shows three columns of information:
| Column | What It Shows |
|---|---|
| Date | The full date of the appointment (Example: Monday, October 16, 2025) |
| Time | The start time of the appointment in 24-hour format (Example: 08:00 for 8 AM, 14:00 for 2 PM) |
| Client Name | The name of the person scheduled for that appointment (Example: John Smith, Mary Johnson) |
If no appointments are found:
You'll see the message: "No appointments scheduled for this host in the selected date range."
This is normal - it just means the host has no bookings for those dates.
You'll see the message: "No appointments scheduled for this host in the selected date range."
This is normal - it just means the host has no bookings for those dates.
Step 6: View a Different Host or Date Range
To view a different host:
- Simply click a different host name in the left sidebar
- Their schedule will load automatically
To view different dates for the same host:
- Change the Start Date and/or End Date
- Click "View Schedule" again
- The table will update with the new date range
Step 7: Exit or Reset the View
- Scroll to the bottom of the appointments table
- Click the "Cancel" button
- The main area will reset to the initial state
- You'll see the prompt to select a host again