Need to see if a patient booked themselves or if staff booked them? This guide shows you how to identify who booked any type of appointment - including one-on-one appointments, classes, and group appointments.

The History & Status section shows appointment activity including who created the booking, status changes, reminders, notifications, and clinical surveys sent to the patient.

To get started, head over to the Schedule tab and select the appointment you want to review. Then scroll down to the History & Status section in the Appointment Panel.

If you’re checking a class or group appointment, make sure to select a participant within the Appointment Panel first.

Note📝: For cancelled appointments, see our guide on Who was Cancelled/Deleted from the Schedule.

Looking to see the status of their intake form? You’ll be able to view that from their profile under the Intake Forms widget here:

For more information on intake form and what the different statuses mean, check out our Intake Forms FAQ guide!

If you’d like to see even more details on the activity for this appointment, you’ll want to click on the blue View Detailed History text. Jane will redirect you to another page breaking down the synopsis a bit further.

If there are notifications that you’d like to take a closer look, check out our guide on the Communications Log

Still have questions about what happened with an appointment? Feel free to contact our support team and we’d be happy to help!