With the appointment status, you can document whether an appointment took place or was canceled. This helps you document customer reliability.
Using appointment status
To use the appointment status, click on an appointment in the calendar to view the appointment details.
Appointment status variants:
No status
Appointments entered in the calendar do not have an automatic status. You can mark appointments automatically as perceived in the calendar settings, so you cover the most common case without having to set this for each appointment.
Customer has confirmed appointment
If you want customers to confirm their appointments, you can use the status Customer has confirmed appointment to mark the confirmation by the customer.
Customer is present
You can mark that a customer is present.
Example of appointment with customer present:
Appointment took place
You can mark an appointment as having taken place to document customer reliability. You can mark appointments automatically as perceived in the calendar settings, so you cover the most common case without having to set this for each appointment.
Canceled
You can mark an appointment as having taken place to document customer reliability. If an appointment is canceled, you can mark the appointment accordingly. This results in an orange coloring of the customer's reliability indicator.
Example of customer file with some missed appointments:
Example of canceled appointment in calendar:
