Difference between revisions of "Status custom feature"

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If you have a company with many providers, and a service desk accepting clients you can add status possibility to events to see the status. This is for example used to mark appointment with one status as "client has arrived", and then another as "Client has left and paid" whatever suits your needs.
 
If you have a company with many providers, and a service desk accepting clients you can add status possibility to events to see the status. This is for example used to mark appointment with one status as "client has arrived", and then another as "Client has left and paid" whatever suits your needs.
 
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::'''Please note''', if you use [[Custom_Features#Provider.27s_Color_Coding | Provider's Color Coding custom feature]], Status custom feature has higher priority than Provider's Color Coding. Therefore, colors of the booking statuses will be displayed.
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;How to use
 
;How to use
 
:1. Activate this custom feature in the Custom Features section//Booking related.
 
:1. Activate this custom feature in the Custom Features section//Booking related.
[[File:Status enable path new cf.png|border | center]]
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[[File:Status enable path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/b/bf/Status_enable_path_redesigned.png]]
 
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:2. Go to the settings of this custom feature by click on "Manage".
 
:2. Go to the settings of this custom feature by click on "Manage".
[[File:Status settings path new cf.png|border | center]]
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[[File:Status manage path redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/4/4e/Status_manage_path_redesigned.png]]
 
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:3. Press "+" to add new status.<br>  
 
:3. Press "+" to add new status.<br>  
:Insert "Name", "Description" and assign the color to this status. If you leave the switcher "Status by default" on, status will automatically apply to all new bookings.
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:Insert "Name", "Description" and assign the color to this status. If you leave the switcher "Status by default" on, such status will automatically apply to all new bookings.
[[File:Create statuses v3.png|border | center]]
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[[File:Create new status form redesigned.png|1200px|border | center|link=https://help.simplybook.me/images/5/52/Create_new_status_form_redesigned.png]]
 
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Latest revision as of 11:07, 30 October 2024


Status new icon.png

If you have a company with many providers, and a service desk accepting clients you can add status possibility to events to see the status. This is for example used to mark appointment with one status as "client has arrived", and then another as "Client has left and paid" whatever suits your needs.


How to use
1. Activate this custom feature in the Custom Features section//Booking related.
Status enable path redesigned.png



2. Go to the settings of this custom feature by click on "Manage".
Status manage path redesigned.png



3. Press "+" to add new status.
Insert "Name", "Description" and assign the color to this status. If you leave the switcher "Status by default" on, such status will automatically apply to all new bookings.
Create new status form redesigned.png