Scheduler "Events" Tab

The "Scheduled Events" tab in the Scheduler displays your history of booked events! 🎉 You can easily "sort by" all upcoming or past events and even use a date range to find exactly what you want. It's also easy to refine your results by Event Type. 📅✨

Events Listed

When you click on the "Scheduled Events" tab, you will see a list of all scheduled events that contacts booked with you through a Scheduler link. The default view displays the oldest scheduled event at the top of the page, with the most recent events listed at the bottom.

Note: You can select the number of events displayed on each page by clicking the "Show X rows per page" option at the bottom right corner—display 8, 10, 25, or 50 events per page.

Sort By

The "Sort By" dropdown menu is at the top right of the Scheduler "Events" tab. You have three options to click on to choose when you open the dropdown menu:

• All

  • The "All" selection shows all events booked, with the oldest at the top of the results.

• Upcoming

  • The "Upcoming" selection shows you all the upcoming events that have been booked.

• Past

  • The "Past" selection shows you all the events that were completed in the past.

• Date Range

  • The "Date Range" selection allows you to add a specific date range if you want something specific within the Scheduler Events.

Calendar Icon

The Calendar Icon lets you select specific Scheduler Events to review options for "All," "Upcoming," "Past," and "Date Range."

Step 1

Click the "Calendar" icon at the top right of the Scheduler "Events" tab.

Note: The dropdown menu displays all the events you created in the "Event Types" tab.

Step 2

Next, you will select the Events you want displayed by clicking the selection box to the left of the Event name. This will add a blue color to the selection box with a white checkmark. To uncheck a selection, click the blue box with the white checkmark.

Step 3

Click outside of the Calendar Icon dropdown menu to see the results.

*Note: Click the "dropdown" arrow on each Event tile to review additional information and you can click the contact's name to view their contact record.