How to Reschedule / Cancel Appointments (Update Appointment Status)

Created by Belinda Henry, Modified on Sat, Jul 8, 2023 at 1:46 PM by Belinda Henry


To quickly update the appointment status, you can go to "Calendars", then go to "Appointments".

 

Appointment View

You can update the appointment status by clicking on the "Status" Dropdown.

Update Appointment Status

 

You can update the Appointment Status by clicking on the "StatusDropdown

Below is the list of appointment actions, the contact will be marked under any of these actions if;

 

Confirmed:

This status indicates that the contact has confirmed the booking for the appointment.

 

Reschedule:

This status is used when the contact requests to reschedule the appointment. You can document their reasons for rescheduling in the 'Appointment Description' field.

 

Invalid:

This status is applied when you want to mark the contact as invalid. It is typically used when the provided contact information is incorrect, and there is no way to rectify it. Please note that marking a contact as 'Invalid' is a permanent action and cannot be undone, so ensure you want to proceed with this action.

 

Canceled:

This status is assigned when the contact requests the cancellation of the appointment.

 

Showed:

This status is assigned when the contact arrives for the scheduled appointment.

 

No-Show:

This status is used when the contact fails to appear for the scheduled appointment.

 

Delete:

This option allows you to permanently remove an appointment from the system. Please exercise caution when using this action, as it cannot be undone.

Reschedule Menu

If you chose to reschedule an appointment, it'll show you a menu where you can enter the new appointment time.

 

Confirm The New Appointment Status

For any other status that you choose, the system will ask you to confirm if you're sure about this change. Click "Ok" to continue.

 



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article