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Changing an Appointment Status
You can easily update the status of an appointment using different options available in Shortcuts. Below is a summary of the key actions you can take.
Right-click Options:
- Change Appointment Status: Right-click on the appointment to update its status.
- Confirmed Choose this option if the customer has confirmed they will be arriving.
- Arrived: Mark the appointment as "Arrived." when the customer arrives.
- No Show: Select this option if the customer did not attend.
- Delete Appointment: Remove the appointment from the system.
- Undo Arrival: Revert the appointment from the "Arrived" status.
Left-click Options:
- Access Appointment Details: If the Touch-Tip is enabled then Left-click on the appointment to open detailed options.
- Checkout: Process payments through the checkout option.
- No Show: Mark as "No Show" directly from here.
By using these features, you can efficiently manage appointment statuses and ensure smooth tracking of customer interactions.