Why is a completed appointment staying yellow/gray even after payment?

This article will explain why some appointments remain yellow (checked-in) or gray (no show) even after payment has been processed for that appointment.

If you click an appointment on your calendar, click Pay, then remove a service from the appointment in the Purchase screen using the 'x' button, it will break the link for the appointment and be processed as a separate transaction, leaving an incomplete appointment on your calendar.

Here are some tips to avoid this from happening.

Click a section below to expand 👇

Change a Service Directly on the Appointments Calendar

If you need to change the service in an appointment, double-click the appointment to edit it.

Next, single-click the name of the service you wish to change. You'll notice your list of Service Categories will appear once you click the service name.

Choose a service category > choose your new service > Click Pay to proceed to payment.

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Change a Service from the Purchase Screen

You can adjust the service in an appointment from the Purchase screen directly if you wish.

Click your appointment and click Pay.

Next, single-click the name of the service you wish to change. You'll notice your list of Service Categories will appear once you click the service name.

Choose a service category > choose your new service > Click Pay to proceed to payment.

Note: It's important not to click the 'x' on this screen, as that will break the link between the appointment and this transaction. 

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Appointment Already Paid and Link Broken?

If you have already processed the payment and the appointment is currently stuck in a yellow/gray color, then go to Manager > Sales > Single-click on the transaction that you processed > Void.

After you've voided the sale, return to your Appointments screen and process the transaction again.

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