How to Manually Change an Appointment Status

How to Manually Change an Appointment Status



How to Manually Change an Appointment Status - Browser Version

  1. Open the schedule or calendar

  2. Click on the appointment you want to update

  3. Look for the Appt Status dropdown  (e.g., Called, Confirmed, Checked In, Completed, No Show, Cancelled)

  4. Select the new status from the dropdown or options list

  5. Click Save  to apply the change



How to Manually Change an Appointment Status - Mobile App Version

  1. Click on the appointment you want to update
  2. Look for the Status dropdown (Called, Confirmed, Checked In, Completed, No Show, Canceled)
  3. Select the new status from the dropdown or options list then select Done
  4. Click Save to apply the change