Using Confirmation Manager Filters   

Use the filters to refine the list of clients:

Filter

Description

Unconfirmed

Displays only those clients whose confirmation status is Unconfirmed.

Waiting on Reply

Displays clients who have not yet replied to a confirmation (status is Left Message or Confirmation Sent).

Confirmed

Displays only those clients whose confirmation status is Confirmed.

Replied No

Displays only those clients who requested a reschedule through a confirmation message.

Unable to Contact

Displays only those clients whose status is Unable to Contact.

Total Clients

Displays all clients in the list.

 

Filter

Description

Clients A - Z / Z - A

Displays clients in alphabetical order, A - Z or Z - A (by last name).

Date (Newest)

Displays appointments in the order they were booked, starting with the most recent.

Date (Oldest)

Displays appointments in the order they were booked, starting with the oldest.

 

Filter

Description

Communication Type

Displays clients who are set to receive the selected communication type.

Client

Displays the selected client.

Employees

Displays the selected employee.