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    How to manually adjust the status of an Appointment?

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    How Do I mark an Appointment as Completed? (maybe change to “how to adjust the status of an event/appointment”)

    Step 1: Navigate to the Club OS calendar, click on the appointment, and click on the dropbox menu that’s labeled `Active`:

    Screen_Shot_2019-06-17_at_9.36.12_AM.png

    Step 2: Select the appropriate outcome of the appointment:

    status_of_the_event.png

    a) Active- This is the default status for all appointments when they are built. 

    b) Confirmed- The attendee has confirmed that they will attend the appointment

    c) Rescheduled- The attendee reached out and needs to reschedule the appointment (create a new event with a new date and time)

    d) Canceled- The attendee cannot make the appointment

    e) No Show- The attendee did not show up to the appointment without notifying the event owner. 

    f) Completed- The attendee showed up to their appointment. 

     

    Step 3: After the outcome of the event is selected, click on `Save Status` and then `Save Event` 

    Please note: 

    If a membership was sold to the attendee via Club Hub, then the appointment event will automatically be marked to `Completed` for the event owner.

     

     

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