How appointments work

Steps

1. Every booking in Cyntree is tracked as an appointment with a status that reflects where it is in the lifecycle. The five statuses are: Pending, Confirmed, Completed, Cancelled, and No show.
2. Pending means the booking has been created but is not yet confirmed. This is common when using booking requests or manual approval flows. Confirmed means the appointment is locked in and both sides expect it to happen.
3. Completed should be set after the service has been delivered. This status drives revenue reporting, client history, and triggers appointment follow up flows like review requests or service report creation.
4. Cancelled means the appointment was called off by you or the customer. Cancelled bookings are preserved in history and affect cancellation metrics in your reports.
5. No show is for confirmed appointments where the customer did not attend. Marking missed visits correctly is important for tracking reliability in client profiles and for reporting accuracy.
6. You can change an appointment's status from its detail screen. Each status transition may trigger a customer notification (e.g. confirmation email, cancellation notice), so review the details before making changes.
7. The appointment detail screen also shows payment information (amount due, amount paid, deposit status, tips, discounts, refunds), service extras, notes, and a link to the client profile.
8. If you have automatic completion for past bookings enabled in Settings > Your Business, appointments past their end time are automatically moved to Completed status without manual action.

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