How to Create and Manage Appointment Statuses

Appointment statuses improve appointment tracking and streamline appointment administration. In this article, we'll guide you through the process of creating custom appointment statuses.

Step 1: Navigate to Appointment Statuses 

Start by logging into your Pabau account. Once you're in, click on Setup in the left sidebar menu, then click on Objects under "Developer and Other", and select Appointment Statuses. 

Step 2: Create an Appointment Status 

Click the Create Appointment Status button in the top-right corner.
Give your status a name, choose whether it will be shown as a line or an icon, pick a color, and then click Create.

Step 3: Edit, Delete or Reorder Appointment Statuses

• To edit a status: Click on it, make your changes, then click Save.

• To delete a status: Click on it, choose Delete, and confirm in the pop-up.

• To reorder statuses: Click and hold the three-line icon next to a status, then drag it to rearrange the order.

The order you set here will match how statuses appear in the appointment menu on your calendar.

By following these steps, you can easily set up and manage appointment statuses in your Pabau account.