Appointment Statuses
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Every appointment carries a status. The status determines its colour on the calendar, which actions the appointment offers, and whether the client receives a message.
The Statuses
Section titled “The Statuses”| Status | Meaning |
|---|---|
| Request | A booking the client asked for, waiting for you to confirm or reject |
| Pending | The appointment exists but has not been confirmed |
| Confirmed | The appointment is on the calendar and expected |
| Arrived | The patient has been checked in |
| No Show | The time passed and the patient did not arrive |
| Canceled | The appointment will not happen |
Which Actions Are Available
Section titled “Which Actions Are Available”The actions on an appointment change with its status, and several of them are no longer available once a visit record exists:
| Action | Available when |
|---|---|
| Mark as Arrived | Status is Confirmed or No Show |
| Mark as No Show | The time has passed and the status is Confirmed |
| Undo Arrived | Status is Arrived and no visit has been recorded |
| Cancel | Status is anything but Arrived or Canceled, and no visit has been recorded |
| Delete | The appointment is Canceled, or it is in the past and marked No Show |
Undo Arrived returns the appointment to its previous status: No Show if the time has passed, Confirmed if it has not.
Which Changes Notify the Client
Section titled “Which Changes Notify the Client”Most status changes send nothing to the client. The confirmation dialog tells you which case you are in before you commit, and only two of them send a message:
- Cancelling a confirmed appointment that has not happened yet sends a cancellation notification.
- Rescheduling to a future date sends a rescheduling notification.
No message is sent for anything else: marking arrived, marking no show, undoing arrived, or cancelling an appointment already in the past.
Two settings override all of this. If reminders were turned off on the appointment, or the client has that notification type switched off on their own record, no message is sent.
Rescheduling
Section titled “Rescheduling”Dragging an appointment to a new time also changes its status:
| Starting status | Moved to | Result |
|---|---|---|
| Confirmed | A future time | Stays confirmed; the client is notified |
| Confirmed | A past time | Set to No Show |
| No Show | A future time | Set back to Confirmed; the client is notified |
| Arrived | Any time | Moves with the arrived mark intact |
Cancelling
Section titled “Cancelling”Cancelling is one-way: a cancelled appointment cannot be confirmed again. If the client rebooks, create a new appointment.
Appointment Requests
Section titled “Appointment Requests”Bookings clients make themselves arrive with the status Request. A Requests button appears on the calendar toolbar whenever any are waiting. It opens a panel down the left of the calendar showing each request with its visit type, time, client and pet.
Each card has two buttons, one to confirm the request and one to reject it. Rejecting cancels the request.
When the Time Passes With No Visit
Section titled “When the Time Passes With No Visit”If an appointment is past its slot, still Confirmed or No Show, and no visit record exists, Veterian flags this on the appointment and shows how many minutes have passed. You can then either mark it as no show or check the patient in.