This article introduces the Appointment List View—designed to help you, as a dance studio owner, manage all your class schedules and private lessons across multiple calendars using Enrollio. Whether you’re organizing upcoming dance rehearsals, class cancellations, or makeup lessons, this feature provides a centralized view to keep your studio running smoothly.
The Appointment List View consolidates all your class appointments in one place. It displays upcoming, ongoing, cancelled, or rescheduled classes so you can quickly make adjustments and maintain a well-organized schedule for your studio.
With the latest update, the Appointment List View now includes three default lists:
Upcoming: Shows all future classes and ongoing lessons.
Cancelled: Displays classes that have been cancelled, marked as no-shows, or identified as invalid.
All: Lists every class appointment booked through your studio's Enrollio calendars.
This view provides a comprehensive table of your scheduled classes, making it easy to manage details at a glance. The table includes the following default fields:
Index: A sequential number for easy referencing.
Title: The title of the class or appointment as set in your calendar, such as "Ballet Basics" or "Hip-Hop Jam Session."
Invitee: The parent or guardian registered for the class, or the student if appropriate.
Status: The current status of the class appointment, such as:
New (recently created, awaiting confirmation)
Confirmed (class has been confirmed)
Showed (the student attended the class)
No-show (the student missed the class)
Cancelled (the class was cancelled)
Invalid (appointment marked as invalid due to an error)
Appointment Time: The scheduled date and time for the class.
Calendar: Displays which Enrollio calendar was used to schedule the class.
Appointment Owner: Indicates which instructor or studio team member is managing the class.
Rescheduled Tag: A visible tag for any class that has been rescheduled, helping you track changes easily.
You can tailor your appointment list to better suit the needs of your dance studio. Manage the columns in the list by adding or removing fields based on what information matters most to you. You can also rearrange the columns to fit your workflow.
Additional fields you might include are:
Created By: Identifies who or which system created the class appointment.
Date Added: Shows when the class was first scheduled.
Enrollio’s appointment filters allow you to swiftly navigate your class schedule based on specific attributes. Use these filters to pinpoint classes using the following options:
Calendar: Narrow down searches by selecting specific calendars (for example, different class types or studio locations).
Users: Filter appointments by the instructors or staff assigned to the classes.
Status: Quickly sort by the class progress using status filters:
New
Confirmed
Showed
No-show
Cancelled
Invalid
Date Added: Find classes based on when they were scheduled, which is useful for tracking new sign-ups.
Start Date / Appointment Time: Sort classes by their scheduled date and time to easily view upcoming or past classes.
Created By: Identify classes based on the person or system that created them.
Is Rescheduled: View classes that have been rescheduled to keep track of adjustments in your schedule.
You can combine these using AND and OR conditions. For calendar, user, or status filters, you can choose conditions such as “is” or “is any of” to select either a single option or multiple options.
In addition to the default lists, you can create Smart Lists to develop custom views that best fit the dynamic needs of your dance studio. For instance, you might want a Smart List for “Evening Classes” or “Advanced Ballet Sessions.”
To create a Smart List:
Click on + Smart List
Name Your Smart List: Provide a descriptive name (e.g., “Weekend Workshops”).
Add Filters: Set your desired filters to narrow down the displayed classes.
Apply Sorting: Organize the classes according to your preferred order.
Manage Columns: Choose which class data fields to displaay.
Click on Save as New to store your custom list.
Your new Smart List will now appear as a separate tab alongside the default lists. Selecting this tab applies your predefined filters to show only the relevant class appointments.
To make changes to an existing Smart List:
Open the Smart List you want to edit.
Click on Customize List located on the right side.
Modify the filters, columns, or sorting options as needed.
Click Save to apply the updates.
If you no longer need a particular Smart List:
Open the Smart List you wish to remove.
Click on Customize List on the right side.
Click on Delete List.
Confirm the deletion to remove the Smart List permanently.
By using the Appointment List View in Enrollio, you can streamline your studio’s scheduling process, keep track of class statuses, and ensure your dance studio runs as rhythmically as your lessons. Happy dancing and best of luck with your class management!
