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Guides

Trin for trin-vejledninger til opsætning og brug af systemet.

Guides - Booking status

Booking status

With booking status you can give your bookings a status, so everyone can see where the customer is. If you, for instance, have a secretary who greets your customers, you can create the statuses 'Arrived' and 'Delayed'. The secretary changes the status of the booking when the customer has arrived, or if the customer calls to say that he/she is delayed. Thereby, you can see whether your customers have arrived without having to leave the treatment room.

 

Get started

Go to 'Settings' > 'Booking' > 'Booking status'.

(1) With 'Create new status' you create a status. Enter the name of the status and click 'Create new status'.

(2) Turn on 'Activate booking status' so you can set a status on your bookings.

(3) 'Edit' opens the settings of the status (see 'Settings for a status' below).

(4) With the arrows under 'Move' you change the order of the statuses.

(5) 'Delete' deletes the status.

(6) Click 'Update' to save your changes.

 

Settings for a status

(1) 'Name': The name of the status.

(2) Under 'Upload new icon' you can give the status an icon of 16 x 16 px. With 'Delete icon?' you remove the icon again.

(3) 'Update 'No show'-space on booking': Choose 'Tick no-show' or 'Untick no-show' if the 'No show' field on the booking should be updated automatically when the status is chosen. If you, for instance, have a status called 'No-show', the booking can automatically be marked as a no-show. By default, 'Do nothing' is selected.

(4) 'Background colour': Choose a colour for the status.

(5) 'Use color in calendar': Bookings with the status are shown with the background colour in the calendar.

(6) Click 'Update' to save the status.

 

Set the status of a booking

(1) Click the booking in the calendar and choose the status under 'Status' in the box that opens. The status is saved right away. You can also change the status on the booking page.

The status is shown on the booking in the calendar when there is room for it.

 

Statistics

When you use booking status, you can also create extracts of booking statuses under the menu item 'Customers'. This enables you to make statistics over, e.g., customer attendance.


 


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