How can I view a list of appointments?

From Records > Appointments you can view the full history of the appointments made at your center. You can find a specific appointment, filter the list according to the information you need and download it.

How do I find an appointment?

You can search for an appointment using any of these details:

• The appointment locator.
• The customer’s first name and/or surname.
• The customer’s email.
• The enjoyment date or purchase date.

What filters can you add?

To expand the search options, click the filters icon and select the filters you want to add.

Status

• Accepted: confirmed appointments.
• Pending: appointments awaiting confirmation. This may be:
  • A confirmation pending from the customer, when a request has been sent to them from the Agenda.
    👉 How to request payment confirmation for an appointment from the Agenda?
  • A confirmation pending from the center, when it is a booking request generated from the Booking engine.
    👉 What is a booking request and how does it work?
• Cancelled: cancelled appointments.
• Incomplete: appointments that are not confirmed within the set time limit and automatically change from Pending to Incomplete.

📌 Note: to view appointments with Incomplete status, clear any date set in the purchase date filter.

Payment

• Paid: appointment paid in full.
• Pending: appointment pending payment.
• Free: appointment at no cost (€0).
• Partial: appointment with a payment lower than the total.

Channels

• Allows you to filter appointments sold through a specific channel.
  👉 How to create and/or modify sales channels?

Customer group

• Allows you to filter appointments by the group assigned to the customer.
  👉 How to create and/or modify customer groups in the CRM?
  

Merchant

• Allows you to filter appointments managed by a specific seller.
  👉 How to register a seller?
  

Treatment

• Allows you to filter appointments for a specific treatment.
  👉 How to create or edit treatments in the back office?

Therapist

• Allows you to filter appointments assigned to a specific therapist.
  👉 How to create and configure an employee?

Check-in

• Allows you to distinguish between completed appointments and no-shows.
  👉 How to check in an appointment?

Search by stay details

• Allows you to search by the room number or hotel booking number associated with the appointment in Siana.

🧩 This filter is only available if your center has an active integration.
👉 PMS integrations for hotel spas and wellness centres
✉️ Contact soporte@spalopia.com if you want to activate an integration at your center.

How do I clear or remove a filter?

Each filter you add from the filters icon shows an X on its right.

1. Click the X on the filter.
   🔍 How it works: the filter is cleared, the list is updated and the filter stays in the bar so you can choose another value.
2. Click the X on the same filter again.
   🔍 How it works: the filter disappears from the bar and is available again in the filters icon. If the filter was already empty, it is removed with a single click. 

📌 Note: filters that always appear, such as dates, can be cleared with the X, but they are not removed from the bar. When they are empty, they do not show the X. 

How do I select a single option in a checkbox filter?

In checkbox filters, such as Customer group, the All option appears checked together with all the other options.

1. Open the filter.
2. Uncheck All.
3. Check the option you need.
4. Close the list.

📌 Note: if you close the list without checking any option, the filter goes back to All.

🔍 How it works: in the Therapist filter, the All option also includes disabled therapists.

How do I reset all filters?

To return all filters to how they were when you opened the list, click the circular arrow icon to the right of the filters icon.

🔍 How it works: this icon only appears when a filter has been changed. When you click it, the list goes back to the first page. 

⚠️ Warning: when you reset the filters, the column order also goes back to the default. 

How do I download the list?

You can download the appointment list in .xls or .csv format. During the download, the system shows two statuses:

• Loading the database: the system is preparing the file.
  
• Ready to download: the confirmation icon is enabled so you can get the file. 
  

📩 If you have any questions during the process, please do not hesitate to write to us at soporte@spalopia.com