Appointment Service Status

Modified on Wed, 16 Sep at 4:41 PM

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:

The ability to add appointment service statuses is governed by the "Accessing Account Settings" access control permission.
Service statuses are strictly for internal staff tracking. They will never appear on client-facing appointment confirmations, reminders, invoices, or receipts.
Service statuses apply to both single-service and multi-service appointments.
When creating an appointment, the system automatically defaults to the status listed first on your settings page.
If you change the service assigned to an appointment, the service status will automatically reset to the default (first) option.
If an appointment is canceled or rescheduled, the full service status history is preserved in the audit trail for reporting and tracking purposes.
Status updates apply to individual appointments only—changing a status on one visit within a recurring series will not affect the rest of the series.

CONTENTS

Enabling the Appointment Service Status Setting
Changing Appointment Service Status
Appointment Service Status Audit Trail

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

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.

Column	Description
Date/Time	The date and time the change was made
Modified By	The name of the staff member who made the change
Current Value	The current standing appointment service status on the appointment modal
Previous Value	The status before the change was made