Manage appointments on mobile

What you'll learn

• How to find your appointments in the mobile app and open their details and comments.
• How to edit an appointment from your phone when plans change.

Browse your agenda

Open Appointments from the calendar icon in the bottom bar or from Appointments in the side menu. What it lists depends on your role.

• Interpreters: see their own appointments and offers.
• Agency Owners, Admins, Managers, and Schedulers: see the agency's appointments, and can edit one until its voucher is complete. If you're on 1 or more teams, you see only those teams' appointments. Owners, and team members on no team, see every appointment.

The agenda opens on today. Move ahead to see what's coming, or scroll up to look back at past days.

1. Open Appointments.
2. Swipe the week strip to move 1 week at a time.
3. Tap the month name to open the full month.
4. Tap a day to scroll the agenda to it.
5. Pull down to refresh.

When you scroll more than 3 days from today, tap Today to jump back.

A red alert icon on a past row means its voucher was started and not submitted.

Filter the agenda

Filter the agenda when you want one kind of work, such as only Video appointments.

1. On Appointments, tap Filters at the top right.
2. Under Service Type, tap In Person, Phone, or Video.
3. Under Status, tap Assigned, Pending, or Completed.
4. Tap Done.

• Chips: the agenda shows a chip for each filter. Tap a chip to remove that filter.
• Picks in one group: widen the results.
• Picks in both groups: narrow them.

Open an appointment

Open an appointment to see when and where it is, who it's for, and whether the voucher is in.

Tap a row to open its details screen. An offer waiting for your answer opens the offer instead. See Accept or decline interpreter requests.

• Voucher Incomplete: after an appointment you worked ends, tap it above the date to fill in your voucher. See Submit a voucher.
• Voucher Complete: opens a read-only copy once the voucher is submitted.
• Video URL or call number: not on the details screen. On the day, join the meeting or place the call from the Next Appointment card on the Dashboard. See Check in and track time.

Comment on an appointment

Use an appointment's comments to ask a question about it or pass on an update.

In the header of the details screen, tap the Comments icon (a speech bubble). An offer has no comments until you accept it.

• On your agency's team: the picker above the field sets who can read your comment, such as Internal for the team only.
• Interpreter: your comments always go to your agency's team.
• Mentions: type @ to mention someone who can read the comment.
• Edit or delete: press and hold your own comment, within 15 minutes of posting.

Edit an appointment

When plans change, fix an appointment's time, place, or language from your phone.

1. On the appointment's details screen, tap the Edit appointment icon (a pencil) in the header.
2. On Edit Appointment, change Customer, Site, the service (In-person, Phone, or Video), or Language.
3. Tap Starts or Ends to move the time. Times move in 5-minute steps.
4. Tap Save.

The app shows "Appointment updated." If you moved the time, the interpreter on the appointment gets the notification Appointment Time Changed.

Change the interpreter, the Video URL, LEP client details, or the status in the web app, and cancel there too. See Edit an appointment.

If you can't make an assigned appointment

The app can't release or cancel an appointment you accepted. Call or email your agency as soon as you know.

On the day, Need Help on Daily Confirmation and Call Scheduling in the Next Appointment card's menu both call your agency. See Confirm today's appointments.

When your agency takes you off the appointment, it leaves your agenda, and you get the notification Appointment Unassigned.

Notifications about your appointments

Notifications lists what changed on your appointments, such as a new offer, a new time, or a cancellation. Open it from the bell icon in the bottom bar.

For which events send a notification, see How notifications work.

Rules and limits

• Agenda rows show times in the appointment's time zone. The details screen shows your phone's time zone, plus a second line in the appointment's when they differ.
• If you're on your agency's team and also have an interpreter profile, Appointments shows only your own appointments and offers.
• A comment holds up to 4,000 characters and 20 mentions.

Troubleshooting

I don't see a broadcast offer in my appointments

A live broadcast isn't assigned to you until you accept it, so the agenda doesn't list it. Open it from the Interpreter Requests card on the Dashboard or from Notifications.

The End User section is missing or its Name is blank

Fluent hides the LEP client's name, date of birth, and phone until your agency signs the Business Associate Agreement (BAA) in the web app. See HIPAA readiness.

"You don't have access to this appointment."

You were taken off the appointment, you no longer belong to its agency, or it's on a team you're not on. Pull down on Appointments to refresh the agenda. To see another team's appointments, ask your agency's Owner to add you to that team.

"This interpreter is already booked then (appointment {number})."

The new time overlaps another appointment the interpreter holds. Pick another time, or change the interpreter in the web app.

Related articles

• Accept or decline interpreter requests
• Submit a voucher
• Check in and track time
• Edit an appointment