This topic contains 7 replies, has 2 voices, and was last updated by 
support 10 years, 2 months ago.
-
Posts
-
Is there a way to set a flag on an appointment to designate it as cancelled, late cancelled, etc.? Insurance companies often like to know attendance statistics on one of their insured’s.
If not, is that on the radar?Hi SCCAC,
Would that be a workaround if you create a custom field which is only visible to administrator to show the status?
It might, but if you are referring to a custom field on the Form Builder, it would not. The status would have to be something that would be appointment dependent…
If you drag the custom field to be above ‘Your Info’ section, that custom field is appointment dependent.
How would I update post-appointment? Would that field be visible and editable by clicking the appointment in the calendar?
Yes, the field is visible and editable by clicking the appointment in the calendar.
Awesome! Works like a charm.
I would like to begin using the payment portion of the appointment button to track and record the transaction. Is it possible to change the fields, dropdown, etc?
For example, I would like to change Paypal to Debit, and include “No Charge”…not actually do anything to link to a debit, simply a way to track how they paid?
For the most part, I would like to add a checkbox to confirm providing a receipt and another one line box to provide date for providing receipt; as well as a few other checkboxes – we keep some information on file and would like to add a confirmation of our charging the account, date of charge, etc. Also, is their a way to make these fields mandatory for completion by the admin only when booking through the admin calendar?
No, there is no way to add new fields to the payment tab. Maybe you can add them to the booking form and make them mandatory and only visible to admin. Those fields will be listed under ‘Appointment Details’ tab.
The forum ‘BirchPress Scheduler’ is closed to new topics and replies.