Appointment Service Status

Appointment service statuses help track the completion of individual services within multi-service bookings. These statuses, which can be updated from the appointment modal, serve solely as a reminder for staff about which services are still pending and do not affect other aspects of MyTime. In this article, we will explore the various service statuses and how to use them to streamline your business operations effectively.

Things to know: 

• When creating an appointment, the status automatically selected by default is the first one that was added on the settings page
• If you change the service after selecting a status, the status will automatically reset to the first option
• For recurring appointments, any status changes made to a single appointment do not persist across the series

Enabling the Appointment Service Status Setting 

1. Navigate to Business Setup > Settings
2. Locate the "Enable Appointment Service Status" setting in the calendar section 
3. Toggle to 'Yes'                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          
4. Once enabled, you will be able to add your appointment service statuses by using the +Add link
5. Save changes

Appointment Service Status

Once the setting is enabled and configured:

1. Navigate to the Schedule
2. Filter by the desired location
3. Click on the ‘New Appointment’ button below the calendar on the left-hand side of the Schedule or on a specific time slot directly in the schedule
4. When the appointment modal opens:
   • Add a client by searching for an existing client using the search field or add a new client using the icon on the right-hand side. 
   • Select the staff, time, and service
5. Once a service is added, the service status dropdown menu will be visible below the service
6. You can go ahead and select your status
7. Click 'Save'

Changing Appointment Service Status

1. Navigate to the schedule > Open a booked appointment 
2. Click the dropdown arrow next to the service status to expand the list
3. Choose a status from the list                                                                                                                                                                                                                                                                                                                                                                                                              
4. Save the appointment
5. If you reopen the appointment, the audit trail button will appear

Appointment Service Status Audit Trail

The audit trail button becomes visible on the appointment modal only after a change has been made to the appointment's service status. This feature logs all modifications, including the staff member who made each change.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                

For more information, contact us at support@mytime.com or (385) 233-6964.