Hi! I need help with a couple items please...?
firstly - how can I get the calendar from past locations in appointments ? I had 2 locations I was accepting appointments at and now Im just back down to 1. I cannot find how I can see the past calendar of the second location.
also how can I pull up the clients history of said past location? it shows only the one location available now - so the dates aren't the same...
Is there a way to see who has been checked out and who hasn't? someway to see all at once so Im not sifting through each day?
Hi there, @JavaBabe,
Thanks for reaching out — I’m happy to help with your questions!
Viewing Past Appointments from a Closed Location:
Even though you’ve removed the second location, your past appointment data is still saved in your account. To view appointments from that location:
Go to your Appointments Calendar on your Square Dashboard.
Use the Location filter (top-left dropdown) — if the old location isn't visible, try switching to the “All Locations” view.
Adjust the date range to the time you were active at the second location.
If you’re looking to filter clients based on past visits to a specific location, that currently isn’t available as a direct filter — but we’d be happy to submit this as feedback to our product team.
Seeing Who Has Been Checked Out vs. Not:
Yes, you can check this without going through each day manually! Here’s how:
Navigate to the Appointments > Calendar or Appointments List view.
Switch to List View and apply filters for “Not Checked Out” or “Completed” appointments.
You can also export appointment data into a CSV file for a more comprehensive overview.
Let us know if you need help accessing any of this — we’re happy to walk you through it!
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