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Appointments Rosters

Sawyer
Updated

This feature is included in the Grow and Scale pricing plans. It is not included in the Launch plan. If you would like to upgrade your subscription plan or learn more about the different pricing tiers we offer, please visit Sawyer subscription plans and features here.

If you are a provider who went live prior to March 1, 2022, you will continue to have access to your current features as one of our legacy providers.

 

Appointments rosters are accessible from the Scheduled calendar view. 

Access an Appointment Roster

To click into an appointment roster, you'll simply:

  1. Navigate to the Upcoming section
  2. Navigate to Scheduled above the calendar. This is the default so you may be taken here automatically
  3. Click into an Appointment to see the roster

Message an Appointment Roster

Once you are in a roster, you can message a student by following the steps below:

  1. Navigate to the Three Dot Menu to the right of the Booked status menu 
  2. Select Message
  3. Draft your subject line and message  
  4. Press Send

Edit Settings for an Appointment

Once you are in a roster, you can edit the overall appointment settings by following the steps below:

  1. Navigate to the Three Dot Menu to the right of the Booked status menu 
  2. Select Edit Appointment
  3. Make adjustments using the steps outlined in this article
  4. Press Save & Continue once your edits are made 

Cancel an Appointment

Once you are in a roster, you can cancel an appointment booking by following the steps below:

  1. Navigate to the Three Dot Menu to the right of the student's name
  2. Select Remove
  3. Confirm or Cancel the action using the pop-up modal 

View Appointment Booking Order Details 

Once you are in a roster, you can get more details about an order by following the steps below:

  1. Navigate to the Three Dot Menu to the right of the student's name
  2. Select Order #

Navigate Between Rosters

If a customer has repeat bookings, you can navigate between rosters of a given Appointment Type by clicking the Previous and Next buttons from the roster page. This stays within the appointment type you are viewing and only goes to booked days and time slots.

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