How do I find out who booked or changed an appointment? (Appointment Trail/Audit)

This article will advise on how you can trail changes made to your bookings on the appointment screen.

Note: If you are not using pin codes in your Phorest system then you will not be able to see the names of staff members who made changes. To start using pin codes, check out this guide.

Double-click on an appointment, then click the More button followed by the Trail/Audit button


Alternatively, you can single-click on an appointment > Click NoteAudit Trail.

You will then see a log of all changes made to that appointment, along with the original details from when the appointment was booked.


Deleted or Cancelled Appointments

If the appointment has been deleted or cancelled and you need to view the log of changes to that appointment, check out this guide.

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