How do I clear appointment requests we've already handled?

Last updated: October 6, 2026

Once your team has taken care of an online appointment request, you can close it so it drops off your working list.

Activity page vs. the Appointment Requests queue

The Online Scheduling → Activity page is a full history of every online request. Requests stay listed there for your records, and that's expected.

The list your team works from is the Appointment Requests queue. That's where you close out requests you've handled.

How to close a handled request

  1. On the Activity page, click Go to queue in the bar at the top. You can also get there from Comms → Workflows → Appointment Requests.
  2. Open the patient's request.
  3. Under Manual update, click:
    • Mark Scheduled if the patient booked, or
    • Archive if you're not pursuing it. Archiving doesn't affect the patient.

The request drops off your queue right away. If you mark one by mistake, you can reopen it.

Still need help?

Reach out through the help chat and we're happy to walk through it with you.