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 

Locate the "Create Appointment Status" button at the top right corner. Enter a name for the appointment status, specify if it will be represented by a line or an icon, and select a color for the status. Finally, click "Create" to finalize the status creation.

Step 3: Edit, Delete or Reorder Appointment Statuses

To edit an appointment status, click on it, make the necessary changes, then click on "Save".

To delete an appointment status, click on, select "Delete", and confirm the deletion in the prompt.

To rearrange your appointment statuses, simply click and hold the three-line icon next to the status, then drag and drop it to the desired position.

This order will be mirrored in the appointment context menu within the calendar.

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