Review the Appointment Dashboard
How to Review the Appointment Dashboard in Muhasib ERP
Overview
This guide will help you identify upcoming, overdue, completed, cancelled, or unconverted appointments requiring action.
Appointment exceptions have source-backed follow-up actions.
Who can do this
You need access to Appointment Dashboard and authorized appointment/customer/staff scope.
Before you start
Confirm company, calendar date/timezone, locations, staff, appointment statuses, conversion policy, and expected schedule.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Sales & Customers → Appointment Dashboard.
Review the Appointment Dashboard
Step 1: Confirm company, current date/time, and refresh
Step 2: Review status/date/staff groups
Step 3: Filter to appointments needing confirmation, service, conversion, or correction
Step 4: Open the source appointment
Step 5: Check customer, schedule, services/items, staff, status, and linked sale
Step 6: Assign the authorized next action
Check your work
Dashboard counts and statuses compare and confirm to Appointment Inquiry for the same filters.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Check timezone and appointment-status definitions.
- Refresh after conversion or status change.