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Managing Appointment Status

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Bytimothy A
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Overview: 

Managing appointment status allows you to update and track the progress of appointments within the system, such as scheduled, confirmed, completed, or canceled. This helps keep your schedule organized and ensures clear visibility of each appointment’s current state.

Follow these steps to manage appointment status: 

Step 1: On your dashboard, click the user dropdown menu in the top-right corner.
Step 1: On your dashboard, click the user dropdown menu in the top-right corner.

Step 2: From the dropdown menu, click Settings to navigate.

Step 2: From the dropdown menu, click Settings to navigate.

Step 3: You will then be navigated to the Settings page. Click on Calendar Settings to continue.

Step 3: You will then be navigated to the Settings page. Click on Calendar Settings to continue.

Step 4: You will be taken to the Calendar Settings.

Step 4: You will be taken to the Calendar Settings.

Step 5: Click the collapse icon for Appointment Status to display the content.

Step 5: Click the collapse icon for Appointment Status to display the content.

Step 6: You can then begin configuring your Appointment Status. This allows you to track and label the current state of a scheduled appointment.

Step 6: You can then begin configuring your Appointment Status. This allows you to track and label the current state of a scheduled appointment.

Step 7: You can change the color, edit, or delete it by hovering over it and clicking the corresponding action button.

Step 7: You can change the color, edit, or delete it by hovering over it and clicking the corresponding action button.

Step 8: You can also rearrange them using drag and drop. Hover over the item, then click and hold to drag it to your desired position.

Step 8: You can also rearrange them using drag and drop. Hover over the item, then click and hold to drag it to your desired position.

Step 9: Next is the + Add Status button, which allows you to add more statuses as needed.

Step 9: Next is the + Add Status button, which allows you to add more statuses as needed.

Step 10: Below, you can revert your actions, cancel them, or save your changes.

Step 10: Below, you can revert your actions, cancel them, or save your changes.

Step 11: Once all is set, click Save to proceed.

Step 11: Once all is set, click Save to proceed.

Step 12: A pop-up notification will appear confirming that the appointment status has been updated successfully.

Step 12: A pop-up notification will appear confirming that the appointment status has been updated successfully.

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