Smart List - Appointment

Creating Smart Lists under Appointment List View

Smart Lists in AE Sync allow you to dynamically filter and view appointments based on specific criteria. These lists update automatically, helping your team quickly identify appointments that require action.

Smart Lists are specific to each account. Each user who has access to the account will need to create Smart Views within their own account.

How to Create a Smart List

1. Navigate to Calendars from the left-hand menu.

2. Open Appointment List View.

3. Select Smart Lists.

4. Click Create New Smart List.

5. Enter a name for your Smart List.

6. Set the desired filters (see examples below).

7. Save the Smart List.

Once saved, the Smart List will automatically update based on the criteria you selected.

Common Smart List Filters

You can create Smart Lists using a variety of filters, including:

• Appointment status (Scheduled, Confirmed, Cancelled, No Show, Completed)

• Assigned calendar

• Assigned user

• Date or date range

• Contact name

• Appointment type

These filters can be combined to create highly specific views.

Examples of Useful Smart Lists

• Today’s Appointments – Shows all appointments scheduled for the current day

• No Shows – Displays appointments marked as No Show

• Upcoming Appointments – Shows future scheduled appointments

• Needs Follow-Up – Identifies appointments requiring additional outreach

• Advisor Specific - Separate out views based on your advisors taking appointments

Managing Smart Lists

• Smart Lists can be edited at any time to update filters.

• You can rename or delete Smart Lists as needed.

• Changes are saved automatically and applied immediately.

Best Practices

• Create Smart Lists for frequently used views to save time.

• Use clear, descriptive names so team members understand the list’s purpose.

• Regularly review and update Smart Lists to match your workflow.