Marking an appointment as complete
My Appointments
Last Update 3 hours ago
This feature lets you see at a glance what’s finished and what’s still outstanding in your calendar. You decide what “complete” means: the session has been delivered, your notes are finished, payment has been received, or all of the above.
How to complete an appointment
Please note: Completing an appointment before the invoice has been saved will save it automatically. If the service is complimentary, set the amount to $0 first.
Once an appointment is marked as complete, its fill colour changes to grey. The coloured strip down the side stays the same, so you can still identify the appointment type at a glance.
The appointment hover also records who completed the appointment, and the date and time it was completed.
How to complete an appointment
- Click on the appointment in your calendar to open the appointment detail page.
- Click Complete appointment.
Please note: Completing an appointment before the invoice has been saved will save it automatically. If the service is complimentary, set the amount to $0 first.
Once an appointment is marked as complete, its fill colour changes to grey. The coloured strip down the side stays the same, so you can still identify the appointment type at a glance.
The appointment hover also records who completed the appointment, and the date and time it was completed.