Appointment State List
Which visits are still requested, underway, completed or cancelled?
Read visit activity, treatment mix, task work and the financial record.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Requested | 24 | ||
| Confirmed | 8 | 33% | |
| In progress | 2 | 25% | |
| Completed | 1 | 50% |
Sample totals per stage
Which visits are still requested, underway, completed or cancelled?
Which spaces are assigned during a selected service window?
Which booked nail and spa treatments appear most often?
Which team members have outstanding work due soon?
Which service amounts remain draft, posted or voided?
Which treatment amounts have been posted for a visit?
Which received amounts are pending, confirmed or refunded?
How do charges and payments relate to one appointment?
Start free, then use Proto to change fields, steps and approvals before your team goes live.