Confirm Status allows you to designate various confirmation statuses if you call ahead to verify the client will be coming in for their appointment or if they call you to inform you know they will not be coming in after all, as well as if they don't show up for their appointment. Additionally, using the Appointment Report, you can filter to include/exclude confirmation status from the report you run.
- Click on Menu > Settings > Calendar > Confirm Status.
Add/Edit Confirm Statuses
- To create a new Confirm Status, click on Add Confirm Status.
- To edit an existing Confirm Status, click the pencil icon under the Edit column.
- Name: Enter or edit the name of the Confirm Status.
- Type(s): From the drop-down list, select the type of appointment confirmation this status is for.
- Calendar Icon: From the drop-down list, select an icon to represent this Confirm Status.
Active/Inactive Confirm Status
- You can activate or inactivate confirm statuses by simply clicking on the toggle under the Active column.
- When in Add Confirm Status or Edit Confirm Status, use the Active checkbox to mark the status as active or inactive.
Apply Confirm Status to an Appointment
- From the appointment calendar, to update the confirm status, you can either do it directly from the shortcut menu that appears when you click on an appointment or from the View or Edit screens of an appointment.
Right-click Menu
Add or Edit Appointment