Every appointment on the Services Schedule has a status: Scheduled when it is first booked, then Confirmed, In Progress and Completed as the visit happens, or Cancelled if it does not go ahead. This article explains how to update the status from the calendar or the list, and how to cancel an appointment.
How do I open an appointment's details?
In the left menu click Services, then click the Schedule tab.
With Calendar selected under View, use the arrows next to the date to find the week, then click the appointment block. The Appointment Details window opens.
The window shows the confirmation number, service, current status (1), date and time, price, customer and employee. The buttons along the bottom depend on the current status.
How do I confirm, start and complete an appointment?
From the Appointment Details window:
While the status is Scheduled, click Confirm (2). The status changes to Confirmed and the Confirm button disappears.
When the customer arrives and the service begins, click Start (2). The status changes to In-Progress and the button changes to Complete.
When the service is finished, click Complete (2). The status changes to Completed.
Completing an appointment does not record a payment; the yellow payment bar (2) keeps showing the amount due until a payment is recorded.
How do I update statuses from the List view?
On the Schedule tab, click List (1) under View.
Use the status drop-down (2) to show only appointments in one status, and the two date fields (3) to set the date range shown. Appointments are listed newest first with their status in the last column (4).
Click the three-dot menu at the end of an appointment row (1). The menu (2) offers View Details, Confirm (only while the appointment is Scheduled), Start and Cancel.
Click Confirm or Start to change the status.
You can also click the status badge itself (1) and pick the new status from the list that opens (2). The badge updates immediately.
How do I cancel an appointment?
Open the appointment from the calendar and click the red Cancel button at the bottom of the Appointment Details window, or in List view click the three-dot menu at the end of the row and choose Cancel.
Click OK when your browser asks whether you are sure you want to cancel this appointment.
A cancelled appointment is no longer shown on the calendar or in the default list. To see cancelled appointments in the List view, choose Cancelled in the status drop-down.