The timeline is a powerful record-keeping tool that captures all activity related to appointment scheduling from both internal and external parties. Rather than manually communicating to all parties involved in your schedule to resolve issues, you can quickly view the timeline for a full picture of each appointment's history. You can view details such as timestamps, who made the change, confirmation numbers, and snapshots of the changes made.
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For more information on appointment schedules, see our How to set up an appointment schedule and Understanding appointment schedules articles.
How to view the schedule timeline
Navigate to the appropriate location and click the Timeline tab.
On the Timeline tab, you can see a breakdown of the different scheduling events that have occurred in connection with that location.
Understanding the timeline
The timeline will record specific information every time a record is created, modified, and deleted. The information that will be displayed in the timeline include:
- Timestamp: Displays the date/time the record was made.
- By: Displays the user who performed the action.
- Action performed: Displays what action occurred in the schedule.
- Tenant based actions (user access)
- Appointment booked
- Appointment details updated
- Appointment deleted
- Recurring appointment booked
- Recurring appointment series updated
- Recurring appointment series deleted
- Reservation created
- Reservation deleted
- Reservation updated
- Location facility updated: Settings of your location have been changed in the details tab.
- Public Scheduling (carriers and outside organizations)
- Appointment booked
- Appointment details updated
- Appointment deleted
- Tenant based actions (user access)
Note: All public actions will record the carrier name, contacts on the appointment, and their email address.
- Customer name: Customer with order on appointment.
- Confirmation #: Unique identifier created for the appointment.
- More: Expands the record and captures the state of the appointment at that time.
Using filters on the timeline
Filters allow you to choose which record types you’d like to view, rather than scrolling through all records on the Timeline to find what you’re looking for.
To apply a filter, simply go to the top left of the timeline tab and select the type of filter you are looking to apply. There are four different types of filters:
- Event type: View specific timeline actions. You can select from the following:
- Appointment: View all records related to appointments.
- Location details: View records related to updated details for a location.
- User: View actions being taken by a specific user in Turvo. Users are selected from the drop down menu and you can select multiple users, if needed.
- Date range: View records for a specific day/time period.
- Confirmation #: View records relating to a single confirmation #
Protip: If you are unable to find a specific appointment and it no longer appears to be in Turvo, filter by the confirmation # in the schedule timeline to see what happened.
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