---
title: Understanding the Appointments Page
description: In this article, we’ll show you how to navigate and understand the Appointments page found under the Money section in Pabau. This page provides a detailed view of all client appointments within a selected time frame - helping you track services performed, staff activity, and revenue-related data with ease.
---

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3. [Appointments](https://support.pabau.com/en/pabau2/clients?hsLang=en#appointments)

# Understanding the Appointments Page

## In this article, we’ll show you how to navigate and understand the Appointments page found under the Money section in Pabau. This page provides a detailed view of all client appointments within a selected time frame - helping you track services performed, staff activity, and revenue-related data with ease.

#### Step 1: Navigate to the Appointments Page

[Log in to your Pabau account](https://app.pabau.com/) and in the left sidebar menu, click on Money, then select **["Appointments"](https://app.pabau.com/money/appointments?pagination=%7B%22total%22%3A0%2C%22offset%22%3A0%2C%22limit%22%3A50%2C%22currentPage%22%3A1%2C%22showingRecords%22%3A11%7D&searchText=&filter_id=)** to access the Appointments page.  

![](https://support.pabau.com/hs-fs/hubfs/image-png-May-14-2026-01-45-07-6599-PM.png?width=602&height=433&name=image-png-May-14-2026-01-45-07-6599-PM.png)

#### Step 2: Understanding the Appointments Overview

The **Appointments Overview** screen provides a detailed snapshot of all scheduled appointments, allowing you to filter, search, and manage client bookings efficiently.

Here’s a breakdown of the key elements in the Appointments view: 

#### **Filters and Search Options**

Use these tools to narrow down and organise the list of appointments displayed in the table:

- **Appointment Start Date**  
  Filter appointments based on their scheduled start date. You can quickly select timeframes like *this month*, *this week*, etc.
- **Location**  
  View appointments from one or multiple clinic locations.
- **Service**  
  Focus on appointments for a specific service (e.g., Hydrafacial, Botox, Yoga Class).
- **With**  
  Filter by staff member to see appointments booked with specific team members.
- **Filter By**  
  Use this dropdown to access advanced filtering options such as appointment status, cancellation reasons, or booking source. You can also save these settings as a custom view for quick access later.
- **Search Field**  
  Quickly find specific clients, services, or other details using the search bar in the top-right.
- **Edit Columns**  
  Customise the table by selecting which columns you want to display - ideal for customizing the view to your role or workflow.

![appointments-page-tools](https://support.pabau.com/hs-fs/hubfs/appointments-page-tools.png?width=655&height=284&name=appointments-page-tools.png)

**NOTE:** To learn more about how to create a custom view to display specific data, please check [this article](https://support.pabau.com/en/pabau2/how-to-create-custom-views-in-invoices-payments-and-appointments?hsLang=en).

#### **What Each Column Means**

Each row in the table represents an individual appointment. The columns provide key details to help you manage bookings effectively:

- **Appointment Date/Time**  
  The exact time the appointment is scheduled to begin.
- **Appointment Date**  
  A simplified view of the appointment’s date - helpful for grouping or sorting.
- **Appointment Location**  
  Indicates the location where the appointment will take place.
- **Client Name**  
  Displays the client’s name, often with a colour-coded avatar or initials for quick reference.
- **Duration**  
  Shows how long the appointment is set to last (e.g., 1h, 1h 30m, 5m).
- **Service**  
  Lists the specific service booked for that appointment.

![appointments-page-columns](https://support.pabau.com/hs-fs/hubfs/appointments-page-columns.png?width=658&height=249&name=appointments-page-columns.png)

You can also reorder the columns to suit your preferences. Simply hover over a column header, click and hold the dots icon, then drag and drop the column to your desired position. This allows you to organize the appointment table exactly how you want it.

![Understanding the Appointments Page4](https://support.pabau.com/hs-fs/hubfs/Clients%20category/Understanding%20the%20Appointments%20Page4.webp?width=297&height=340&name=Understanding%20the%20Appointments%20Page4.webp)

**Tips for Getting the Most Out of the Appointments Page**

- Use multiple filters together to quickly pinpoint specific bookings, such as all Botox appointments with a particular staff member this week.
- Save your preferred column layout by selecting and ordering columns that fit your daily tasks.
- Combine date and service filters to see which services are busiest over time.
- Filter by staff and appointment status to check team performance.
- Show columns like Revenue or Payment Status to track money right on the page.
- Drag your most-used columns (like Client Name or Service) to the left for quick access.
- Regularly review the appointment statuses via the Filter By dropdown to manage cancellations or no-shows efficiently.

By following these steps and tips, you’ll be able to efficiently manage and track your appointments to keep your clinic running smoothly.

#### Bulk Editing Appointments

**NOTE:** Bulk editing on this page becomes available after the next Pabau release. If you do not see the pencil icon when you select rows, your account has not received the update yet.

From the Appointments list you can update the status, service, cancellation details and custom fields on several bookings at once — for example marking a morning of no-shows, or recording a cancellation reason across a cancelled clinic session.

#### Step 3: Select the appointments You Want to Change

1. Tick the checkbox at the start of each row you want to include. To take every row on the current page, use the checkbox in the table header.
2. A toolbar appears above the table showing **N Selected** with a pencil icon.

**NOTE:** Bulk editing applies only to the rows you tick. If you use **Select all N records** to take everything matching your filters, the pencil is greyed out — clear that selection and tick rows instead.

![Three appointments selected, with the Bulk Edit pencil in the toolbar](https://support.pabau.com/hubfs/kb/appointments-1-selected.png)

*Rows ticked — the toolbar shows the count and the Bulk Edit pencil*

#### Step 4: Choose What to Change

Click the pencil icon to open the **Bulk Edit** panel on the right. Each field you can change is listed with a dropdown:

- **Keep current value** — leave the field untouched. This is the default for every field.
- **Edit current value** — set the same new value on every selected record.
- **Clear value** — empty the field on every selected record.

![The Bulk Edit panel open, showing the fields available for appointments](https://support.pabau.com/hubfs/kb/appointments-2-sidebar.png)

*Every field starts on Keep current value, and the button names how many records will change*

For appointments, the panel offers:

- **Appointment status** — any status set up for your account.
- **Service** — the service booked.
- **Cancellation reason** — chosen from your configured cancellation reasons.
- **Cancellation comment** — free text.
- Every **appointment custom field** you have set up also appears here, whether or not its column is shown in the table.

![The action dropdown open on a bulk-edit field](https://support.pabau.com/hubfs/kb/appointments-3-options.png)

*Appointment status offers only Keep and Edit — there is no Clear value, because a booking must always have a status*

**NOTE:** Setting a **Cancellation reason** or **Cancellation comment** records that information against the appointment — it does **not** cancel the appointment and the client is **not** notified. To cancel a booking, change its **Appointment status**.

**NOTE:** **Appointment status** and **Service** have no **Clear value** option — every booking must keep both. Cancellation reason and comment can be cleared.

#### Step 5: Apply the Changes

1. Click **Edit 8 Appointments** at the foot of the panel — the button names the exact number of records it will change.
2. The table refreshes and a confirmation message names how many records were updated.

**IMPORTANT:** You can change up to **100 appointments** in one go. Selecting more returns an error and nothing is changed — work in batches of 100 or fewer.

**WARNING:**

**Bulk changes cannot be undone.** Check the panel before you apply it — the values you set replace what is currently on every selected record.

#### What Happens Behind the Scenes

- Status changes are recorded in each appointment’s history, so you can see what was changed and when.
- Changing the **Service** updates the service shown on the appointment; it does not re-price an appointment that has already been invoiced.
- Only statuses and services set up for your own account are offered, so a bulk edit cannot move a booking onto another clinic’s service.

#### Where These Values Come From

- **Appointment status** ← the statuses configured under **Setup → Appointment Statuses**.
- **Service** ← your service list under **Setup → Services**.
- **Cancellation reason** ← the reasons configured under **Setup → Cancellation Reasons**.

The pencil only appears for staff members whose permissions include access to the Appointments page.

---

For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the [Pabau Academy](http://academy.pabau.com/courses). It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau. 

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