Creating and setting appointment statuses

Creating and setting appointment statuses

Appointment statuses make it possible to visualize the practice processes within the calendar. There are 4 default statuses available, but you can change these or create new ones.

Go to [Settings] > [Diary] > [Appointments] > [Appointment Status].

There are always 4 default appointment statuses present. You can determine the name and color of these yourself. You can hide an appointment status by clicking the eye icon . If you prefer not to work with appointment statuses at all, uncheck [Enable appointment statuses].

To create an extra status, fill in the desired name + color in the bottom box. Then click the  icon.

You change the order by clicking the move iconand releasing it where you want to place it.You delete a status with the trash can icon. You can only delete statuses that you have created yourself. System statuses cannot be deleted, only hidden (via the eye icon).

Manually setting appointment status

Manually setting the appointment status is done by opening the appointment bubble and then selecting the desired status.

Automatically setting appointment status

You can also set the appointment status automatically. This allows you to have the desired appointment status performed for a specific action. The available actions are listed under [Process Automation].

For each action, select the status you want to give the appointment.

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