Appointment history
Updated
Each appointment keeps a history of its changes, to answer questions like "who cancelled it?" or "when was it paid?".
Who can use it: staff, professionals, administrators and owners, on every plan.
Step by step
- In Appointments, select Edit on the appointment.
- Scroll down to History and open it.
- Each change shows the date and time, what changed, who did it and where it came from.
What's recorded
- Status: booked, confirmed, in the waiting room, visit started, completed, cancelled, no-show.
- Payment: payment received, deposit paid, receipt received, rejected, refunded, expired unpaid.
- Source:
- Online booking, the team or the patient.
- MercadoPago, Talo, a receipt or the automatic expiry.
- An urgent request, the WhatsApp assistant or the patient's WhatsApp.
- Patient notified: when the cancellation notice was sent, by email or by email and WhatsApp.
- WhatsApp confirmation: whether the patient confirmed they'll come or asked to change it.
Good to know
- The history can't be edited or deleted.
Troubleshooting
| Problem | What to do |
|---|---|
| "No changes recorded for this appointment yet." | It hasn't changed since it was created, or it predates the history. |
| "We couldn't load the history" | The rest of the appointment is still available. Try again shortly. |