📌 Note: Managing an appointment status looks a little different depending on the status of the appointment. Here you can find how to manage the appointment if the appointment is either scheduled or incomplete.
📍 This article includes:
How to mark an appointment status
If it is a scheduled appointment
If it is an incomplete appointment
Follow-up actions after making the appointment
Changing the appointment status
Rescheduling a cancelled or no-show appointment
Deleting a cancelled or no-show appointment
Creating a follow-up appointment
How to mark an appointment status
If it is a: Scheduled appointment
An appointment is considered ‘scheduled’ if it is upcoming
Click on the scheduled appointment 📅 you would like to update (You can do this in the client record or on the calendar)
In the top right-hand corner select the ‘…’ button 👇
Select how you would like to update the appointment Calendar (as attended, no show, or cancelled by client
4. This will update the appointment from within the calendar
5. You have updated your appointment from within the calendar! 🎉
You can also edit it from within the Client record:
Find the appointment 📅 you scheduled
You then need to select the status and you can change it from the default to any of the statuses listed on the drop down menu
Select ‘Save’ ✅
You have updated the status of your appointment! 🎉
If it is an: Incomplete appointment
An appointment is considered incomplete if the appointment time has passed and the status has not yet been updated
Click on the incomplete (yellow⚠️) appointment you would like to update
Select one of the three options on the right to update the status of the appointment
✅ Mark the appointment as attended
🚫 Mark the appointment as a no show
👤 Mark the appointment as cancelled by client
3. Once you select an update, a page will pop up for you to add any notes ✍️ about the appointment
4. Select ‘Save’ ✅
5. You have updated the status of your appointment! 🎉
Follow-up actions after marking the appointment
Changing the appointment status
Select the appointment 📅 you would like to change the status for
Click on the ‘…’ button 👇 in the top right-hand corner
Select the updated appointment status 👇
Select ‘Save’ ✅
You have updated the appointment status! 🎉
Rescheduling a cancelled or no-show appointment
To reschedule an appointment, the appointment must be marked either as a no-show or cancelled
Once the appointment has either been marked as a no-show or cancelled, select the appointment
The sidebar will pop up and you can select the calendar icon 📅
Select a new time for the appointment ⏰
Select ‘Save’ ✅
You have rescheduled the appointment! 🎉
Deleting a cancelled or no-show appointment
📌Note: If you delete an appointment, the notes and information attached to it will also be deleted!
To delete an appointment, the appointment must be marked either as a no-show or cancelled
Once the appointment has either been marked as a no-show or cancelled, select the appointment 👇
The sidebar will pop up and you can select the bin icon🗑️
Select ‘Yes, delete’ ✅ to confirm
You have deleted the appointment! 🎉
Creating a follow-up appointment
To create a follow-up appointment, the appointment must be marked as attended (see above)
Once the appointment has been marked as attended, select the appointment 👇
The sidebar will pop up and you can select the calendar icon 📅
Search for the client 🔍 you would like to make an appointment with and fill the ‘Title’ and ‘Date’ of the appointment
If you would like to add any notes about the appointment, scroll down and select the blue ‘+’ next to ‘Notes’
Scroll down and type your note ✍️
When finished, select ‘Save’ ✅ in the top right-hand corner
You have created a follow-up appointment! 🎉