Creating an appointment list

The appointment list function creates a detailed list of client information, including the household size, pick-up date, and provisions.

In order to create an Appointment List please follow these steps: 

1. On the left-hand side of the screen select Clients then select Appointments List. 
2. At the top you will see a Filters section, here you will define the following:
   
   • Location: the location where the clients will be picking up their provisions.
   • Status: the status of the appointment; Any includes all statuses. 
   • Program Type: the program type the appointments were booked under.
   • Start Date / End Date: the date range of when provisions are to be picked up. 
3. Click on the Filter button to generate the pick-up list. 
4. Click on the Folder icon to view more details about the appointment. 
5. At the top of the Filters section, you will also see various options to export the details: 
   • Copy: copies the list. 
   • CSV: Downloads a CSV file of the list.
   • Mail Merge: downloads a CSV file of the list that includes client addresses.

Additional resources

Appointment Feature & Appointment Lists

Click here to navigate back to the Client Visits guide list