- Pricing Tier: All
- Appointment Version: Single & Multiple
Appointment Status Types
The color used to display Appointments on the calendar is based on the status set in the record. The system contains a few standard, default status types that you may edit, as well as provides Headquarters Administrators with the ability to add custom status types for your account.
Note: Any status created in the account will be available for all Locations. You cannot create a separate list of statuses by Location.
The default status types are:
- Scheduled
- Confirmed
- Complete
- No Show
For the default status types, you may change the name or the color, however, none of these types can be deleted. Each of these status values is associated with an email notification and other behavior in the application.
To add a custom status:
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To change the name or color of existing status types, repeat steps 1 and 2 above, click on an existing status type from the list, make the necessary changes, and click Update. The updated status information will now be used on the calendar and in reports for any Appointment that is currently in that status.
Why is there no Canceled status?
You may notice that Canceled isn't included in the standard list. The reason for this is because when an Appointment is canceled from the Appointment window or by a Customer, the Appointment is removed from the calendar display. Since there is no way to show an Appointment that has been canceled in this way, there is no option to set or change the color of this status. This status info is used to display canceled Appointments in Reports or the Customer History. You do not need to add a canceled status for this part of the system to work.
Comments
5 comments
I can add a new status but it doesn't show up as an option on the grid or in the legend on the right. I submitted a ticket last week but it still says it hasn't been assigned to anyone - what can I do? Need to get this working. I've added them in the past and it worked fine then.
Mark – Thanks for your comment! The issue you are referring to is a known defect we are working to resolve. Any new Status Types you add will not show on the Appointment Grid until we fix the issue, however, you will be able to select them from the Status drop down list within an appointment. We apologize for any additional steps this might require you to take until the issue is resolved. In the meantime, feel free to check for updates (for issue #16) on our list of known issues here: https://apptplus.zendesk.com/entries/39530403-Issues-in-the-Spotlight
I can't select them from the status drop down... that's what I meant by it not showig up on the grid. The only place I can see it is in the Lists section where I've added it. Still no response from my ticket from last week either...
Mark – Unfortunately, the newly added custom status will not show on the legend to the right side of the Appointment Grid, or when scrolling over the one-click status change icon. You will need to first click on the name of the student from the Appointment Grid, and then use the Status drop down to select the new status. Sorry you haven’t heard back from our support team yet. I will make sure you get a response today.
Ah I see what you're saying now... okay.
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