Manage customer attendance by sending them confirmation reminders and edit appointment status


Confirm

You can confirm an appointment automatically or manually

1️⃣ Automatically:

  1. Go to <Setting>
  2. Click <Auto message>
  3. Edit unconfirmed appt reminder (1st and 2nd) to include <Reply Y Confirm> tag
  4. If the customer replied with a "Y", the appointment status will automatically be changed to "confirmed"

Further reading: Detailed explanation on unconfirmed appt reminder

Edit auto message template
Reply "Y" to confirm the appointment 

2️⃣ Manually:

  1. Go to <Appointment> and click on an unconfirmed appointment
  2. Click the drop-down menu and choose <confirmed>. Undo it by choosing <unconfirmed>
Manually mark the appointment as "confirmed"

Check-in & out

Check-in

  1. Go to <Appointment> and click on an appointment that is not checked-in yet
  2. Enter an <Appointment detail> popup window
  3. Click the green <Check in> button to check in the appointment
    Click the blue <Undo> icon to undo the check in

💡 Check in will automatically confirm the appointment

Check in

Check out

After checking in, click the blue <Check out> button to check out the appointment

💡 Checking out will mark the appointment as finished.

Check out

View and edit check-in & out time on invoice

View and edit check-in & out time on invoice

Cancel an appointment

  1. Go to <Appointments> and click on an appointment
  2. In the Appointment detail page, click <cancel>
  3. You can mark a cancel as <no-show>
Cancel an appointment