Custom Appointment Statuses in Booknetic

The Custom Appointment Statuses add-on in Booknetic allows businesses to create personalized appointment statuses to suit different business needs. This feature enhances appointment management by providing flexibility beyond the default statuses. Now, businesses can fully customize the appointment lifecycle.

Accessing the Custom Appointment Statuses Module

1. Log in to Your WordPress Dashboard

   Open your WordPress Admin Panel and navigate to Booknetic in the sidebar.

2. Navigate to the Custom Appointment Statuses section

   • Go to Settings > General Settings > Appointment Statuses.

Creating a New Custom Appointment Status

1. Add a New Appointment Status

   • Click the ➕ button to create a new appointment status.
   • Enter a Title for the status (e.g., "On Hold", "In Progress", "Cancelled").

2. Customize the Status Appearance

   • Icon: Choose an icon for the status from the FontAwesome library. Icons help easily distinguish between different appointment statuses.
   • Color: Select a color to represent this status in the calendar and throughout the interface.
   • Mark as Busy Slot: If enabled, the status will occupy a time slot on the calendar (e.g., a status like "In Progress" could block the timeslot).

3. Save the New Status

   After configuring the status, click Save to finalize.

Managing Existing Appointment Statuses

• Edit an Existing Status:

  To modify a status, go to the ”Appointment Statuses” menu in the settings and then select the status that you want to edit. After making the changes, click Save.

• Delete a Status:

  To remove a status, click the trash bin icon and select Delete. Confirm the deletion to remove the status from your system.

Default Appointment Statuses

Previously, there were only four default appointment statuses in Booknetic. With the Custom Appointment Statuses add-on, you now have the ability to modify, delete, or completely replace those default statuses to better fit your business needs. You can use your custom appointment status as default appointment status by going to Settings > General Settings > General > Default appointment status:

After doing so, click on the Save changes button on the top-right side to save your new default appointment status change

It is also possible to use your custom statuses for the customer panel, to determine the rules for your customers based on the appointment statuses. To use the custom statuses in the customer panel settings, go to Settings > Front-end panels > Customer Panel > then select the custom status for “Customers can change appointment status to” option, or the “Customers can reschedule with these appointment statuses” option based on your preferences. After that, click on the Save Changes button on the top-right side of the page to save your changes.

Using custom statuses for the workflow filters

As it is possible to use the default appointment statuses for filtering the workflows (to determine of the workflow will be used based on the appointment status), it is also possible to do so with the custom appointment statuses. To set it up:

1. Go to the Workflows tab

1. Edit an existing workflow, or create a new workflow. Make sure that the Event is related to an appointment so that it is possible to set appointment status filter to that workflow.

1. Edit the event/trigger of the workflow

1. Use your custom appointment status in the Status filter section

Adding a new appointment with custom status from the admin panel

When your customers use the booking panel to book an appointment, their appointment will get a status based on your settings, however, when you add a new appointment using the Appointments menu, or the Calendar module, you will be able to use any of the statuses you have for that appointment. To use the custom statuses in the mentioned way:

1. Go to the Appointments menu, or the Calendar module, and click on the New Appointment button

1. Select the custom status that you want to use from the status list

1. Fill in the other necessary details, and then click on the Save button to add the appointment

Benefits of Custom Appointment Statuses

• Personalization: Tailor appointment statuses to match the unique needs of your business.
• Efficient Scheduling: Better manage appointment availability by marking specific times as "Busy" or "On Hold".
• Improved Organization: Clearly differentiate between different appointment stages or conditions with customized icons and colors.