In this article
Scenario
You want to review an appointment’s history to find out who created the appointment and/or who has since made updates to it.
Solution
Appointment history/activity can be reviewed from either Clients or Schedule.
From Clients
Access an appointment’s logs to determine the actions taken in relation to that appointment. To do this:
From Clients, locate the client you want to view
Click Activity
The Appointments table displays; click the + icon and select Booked Through and Added By
Review the value in the Booked Through and Added By columns to determine the channel used to schedule the appointment and who added the appointment
NOTE: The User listed within logs will correspond to one of the following:
Value | Description |
Staff User Name | The name of the staff member completing the action |
Modern Client View | Action completed through the Client View |
System | Action completed (by staff) through an external calendar |
Schedule | Action completed (by staff) through Schedule area in Coconut |
Call Centre | Action completed (by staff) through Clients area in Coconut |
From Schedule
From the navigation menu, click Schedule
Click the appointment you want to review the history for
From the History section, review the appointment activity
In Action
From Clients
Watch how to review an appointment's history from Clients.
From Schedule
Watch how to review an appointment's history from Schedule.
Related Reading
For more information on Clients and Coconut, visit the Clients section.
For more information on Appointments and Coconut, visit the Schedule section.