Whether it was an “oh shoot” administrative error, or a mysterious spot you were sure used to be filled by a patient, or someone showing up in a spot where they don’t have an appointment there are a few ways to troubleshoot missing appointments.

1a. From the Schedule

Click the cogwheel icon at the bottom right of the page to pull up the Schedule Settings window.

Then slide the toggles to the right next to the “Cancelled” and “Deleted” appointment types and note that you can return to this area to adjust what’s displayed anytime.

Click on the appointment for more details. The History & Status area at the bottom of the appointment panel records who deleted or cancelled an appointment, who rescheduled or moved an appointment, and when other changes were made and by whom.

1b. From the Schedule List View

You can also check for cancelled/deleted appointments from the main Schedule via the little button at the top right of the Schedule view.

This switches the schedule to a list view. You can use the filter to look for just a certain type of appointment, or see all the activity from a single practitioner’s day.

Likewise, click on any cancelled or deleted appointment to view its details under the “History & Status” area.

2. Appointment Report

Jane keeps track of everything related to appointments, from online bookings to arrivals and cancellations.

To view the Appointments Report, you’ll want to head over to the Reports tab and click on Appointments in the left sidebar menu. From there, you’ll be able to filter the report based on the location, staff member, date range, appointment status (i.e. canceled, deleted etc) or chart status.

Note📝: Currently, this report cannot be filtered by specific treatments or individual patients.

3. Patient Profile

Finally, if you’re wondering about a specific patient’s appointment that isn’t showing up where they think it should be, you can see everything about that patient’s bookings, whether they were not confirmed, cancelled, deleted or booked in their Profile. Go to their Profile and then to their “Appointments” tab.

Again, use the filter to choose “all” or the type of appointment you’re looking for.

The other place on the patient profile that is really handy in investigating appointment mysteries is the “Communications” tab.

There, you can see if the patient was emailed any booking or reminder notifications about the appointment in question.

---

Group Appointments

Jane will remove the participants and the History & Status portion of the Appointment Panel for cancelled or deleted group appointments.

Note📝: Class appointments retain the information within the Appointment Panel on the Schedule.

There are two different ways you can view the details of the cancelled or deleted group appointment:

Patient Profile

If you remember the names of the participants, you can head over to their Profile, click on the Appointments tab and then use the filters to narrow down the data to just cancelled or deleted appointments.

From there, you can click on the appointment and scroll down within the Appointment Panel that slides out from the right to the History & Status section.

Appointments Report

If you’re unsure which participants were part of the group appointment, you can head over to the Reports tab, and click on Appointments within the left sidebar menu. From there, you’ll want to ensure the report is filtered to the correct date and appointment state (cancelled or deleted).

We hope this helps you solve the mystery, but feel free to contact the support team