Appointment confirm, check-in & out, and cancel

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

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>

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 out

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

💡 Checking out will mark the appointment as finished.

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>