1

Every appointment moves through a simple status flow. Open the calendar and click an appointment to see it.

Every appointment moves through a simple status flow. Open t
2

Step 2
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The Update Status row shows every stage. New bookings start as Booked.

The Update Status row shows every stage. New bookings start
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Mark it Confirmed when the patient confirms — reminders with confirmation links do this automatically.

Mark it Confirmed when the patient confirms — reminders with
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When they walk in, click Arrived.

When they walk in, click Arrived.
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In session while they’re being treated.

In session while they're being treated.
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And Completed once they’re done. Use Did not attend for no shows, and Cancelled to cancel — the appointment stays on record either way.

And Completed once they're done. Use Did not attend for no s
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The Outstanding Notes tab is the practitioner’s worklist — it shows draft notes to finish and completed appointments that still have no clinical note.

The Outstanding Notes tab is the practitioner's worklist — i
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Statuses are colour coded on the calendar, so the whole day’s state is visible at a glance.

Statuses are colour coded on the calendar, so the whole day'
Outstanding Notes grace period

The Outstanding Notes page has a grace period filter, so practitioners aren’t nagged about notes for appointments that finished minutes ago — set it to the window that suits your practice.