> 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-client-appointments.md).

# View Client Appointments

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

## Purpose

Use **Client appointments** to find appointments, filter by status or date range, and open the next action you need.

## Before you start

* You must be signed in to Compassly.
* You must be on **Appointments** > **Client appointments**.

## Important

* The page supports status filters, a date range, search, column filters, and pagination.
* The list includes appointment links, video conference links, document status, signature information, and next appointment dates when available.
* Some page-level actions appear only after you select one or more appointments.

## Role differences

* **Super Admin / Admin / Supervisor / Clinician:** Can view the list and any actions granted to their role.
* Final role access for export, send, edit, delete, and other actions is not fully confirmed.

## Steps

1. Select **Appointments** from the left navigation.
2. Select **Client appointments**.
3. Review the list in the default date range.
4. Use the search field to search for appointments.
5. Use the date range control to narrow the list.
6. Use status chips and column filters to narrow the results.
7. Review the row data, including **Status**, **Start date & time**, **End date & time**, **Time zone**, **Client**, **Team member**, **Appointment type**, **Specialty type**, **Address**, **Appointment link**, and **Video conference link**.
8. Open the row action menu when you need to continue to another action.
9. Click an appointment row when you need to open or edit the appointment directly.

## What happens next

* Open **Add Appointment** if you need to schedule a new appointment.
* Open **View Appointment Details** or **Edit Appointment** for an existing record.
* Select one or more rows if you need to export or email appointment reports.

## Related guides

* [Add Appointment](/compassly-docs/core-modules/appointments/client-appointments/add-appointment.md)
* [Edit Appointment](/compassly-docs/core-modules/appointments/client-appointments/edit-appointment.md)
* [View Appointment Details](/compassly-docs/core-modules/appointments/client-appointments/view-appointment-details.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)
* [Search by Appointment ID](/compassly-docs/core-modules/appointments/client-appointments/search-by-appointment-id.md)


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