> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/appointments/client-appointments/view-appointment-details.md).

# View Appointment Details

**Audience:** Super Admin, Admin, Supervisor, Clinician \[VERIFY: confirm whether Basic can view appointment details]\
**Page type:** Task guide\
**Status:** Draft\
**Owner:** Compassly Documentation Team\
**Last verified:** 2026-04-06

## Purpose

Use this page to review a full appointment record, including links, notes, files, and signature information.

## Before you start

* You must be signed in to Compassly.
* You must already have an appointment to open.

## Important

* Online appointments show **Session format** as **Online** and can include **Google Calendar** and **Google Meet** links.
* Signed attended appointments show **Signed by**, **Signed on**, **Sign on time**, and **Signature**.
* The details page can include **Files** and PDF export actions.
* Locked signed appointments show **Unlock & Edit** instead of editable fields.

## Role differences

* **Super Admin / Admin / Supervisor / Clinician:** \[VERIFY: confirm which roles can open details.]
* Unlock behavior depends on permission.

## How to get there

1. Open **Appointments**.
2. Select **Client appointments**.
3. Click the appointment row.

## Steps

1. Review the appointment status at the top of the page.
2. Review the main fields, including **Client**, **Team member**, **Appointment type**, **Specialty type**, **Date**, **Time zone**, **Start time**, **End time**, and **Recurrence**.
3. Review **Session format** and any available appointment links.
4. Review **Attendees**.
5. Review **Notes**.
6. Review **Files** if any are attached.
7. Review the signature section if the appointment has already been signed.
8. Click **Export PDF** if you need a PDF copy.
9. Click **Unlock & Edit** if you need to edit a locked signed appointment and you have permission.

## What happens next

* Use **Edit Appointment** or **Unlock and Edit Signed Appointment** if you need to make changes.
* Use **Export Appointment PDF** if you need to share the appointment details outside Compassly.

## Related guides

* [Edit Appointment](/compassly-docs/core-modules/appointments/client-appointments/edit-appointment.md)
* [Unlock and Edit Signed Appointment](/compassly-docs/core-modules/appointments/client-appointments/unlock-and-edit-signed-appointment.md)
* [Export Appointment PDF](/compassly-docs/core-modules/appointments/client-appointments/export-appointment-pdf.md)
* [Send Appointment Report by Email](/compassly-docs/core-modules/appointments/client-appointments/send-appointment-report-by-email.md)


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