Appointment status and Payment status | Help - Zoho Bookings

Appointment status and Payment status

Learn about the different statuses in Bookings.

  • Appointment status

  • Payment status

Appointment and payment status can be edited from both list view and calendar view.

Appointment status 

A status of the appointment lets you know where it stands. The various statuses in Bookings are:

  1. Upcoming: Displayed once an appointment is booked.

  2. Ongoing: Displayed during the appointment period.

  3. Completed: Displayed once staff marks an appointment as completed.

  4. Canceled: Displayed when staff marks an appointment as canceled.

  5. No Show: Displayed if staff marks that the customer didn't show up.

  6. Yet to Mark: Displayed if the appointment period has passed and staff has not changed the status yet.

List View



Calendar View


 

Scenarios for appointment status

  • An Upcoming appointment can be rescheduled or canceled. An Upcoming appointment which belongs to Group Booking (single or series) can only be Canceled.

  • An Ongoing appointment can be rescheduled, canceled, marked as Completed, or marked as No Show.

  • A Completed appointment status cannot be changed.

  • A Canceled appointment can be rescheduled.

  • An appointment marked as No Show can be marked as Completed or rescheduled.

  • An appointment can be marked as Completed regardless of the payment status.

  • When an appointment is marked as Completed, the payment status can be marked as Paid by selecting the checkbox next to Received Full Payment.


 The payment status and appointment status are independent of one another. 

Payment status 

If you have configured payment for your bookings, here are the various payment statuses:

  1. Pending: Displayed when the customer has not made any payment.

  2. Due: Displayed when the customer has made partial payment.

  3. Paid: Displayed when the customer has made full payment.

  4. Payment Failure: Displayed when the customer has tried paying, but the payment is not successful.

  5. In Progress: Displayed when the customer has tried paying, but the payment process is still in progress.  Appointment will only be confirmed if the payment process is successful within 1 hr 35 mins of booking.

            

Scenarios for payment status

  • Payment Failure
    1. If payment has failed for a future appointment, then the appointment will be canceled.
    2. If the payment has failed for the ongoing or past appointments, then the appointment status will not be affected.

  • In Progress
    1. Appointment will be canceled if the payment is not received within 1 hr 35 mins of booking. If you'd like to avoid the cancelation, you can change the payment status to Due or Paid.

  • Paid
            1. If the appointment is marked as Paid, it cannot be reverted.

 


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now







                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Forte Payment Integration

                                                                                                                          Super Admins and admins can enable payments via Forte. Managers & Staff will not have access to this information. Zoho Bookings facilitates service enablers or service providers to collect payments through Forte. Info: This integration requires an ...
                                                                                                                        • 2Checkout Payment Integration

                                                                                                                          Super Admins and Admins can enable payments via 2checkout. Managers & Staff will not have access to this information. Zoho Bookings facilitates service enablers or service providers to collect payments through 2checkout. Info: This integration ...
                                                                                                                        • Mercado Pago Payment Integration

                                                                                                                          Super Admins and Admins can enable payments via Mercado Pago. Managers & Staff will not have access to this information. Zoho Bookings facilitates service enablers or service providers to collect payments through Mercado Pago. Info: This integration ...
                                                                                                                        • List View

                                                                                                                          You can view appointments and related details from the list view. Navigate to the required day, week, or month, to find appointments listed based on the appointment date. Search and filter options are available to customize the view. Appointments can ...
                                                                                                                        • Appointment Title Customization

                                                                                                                          What Does This Page Cover? Learn how to customize your appointment title and have more control on how you label and organize your appointments, enhancing organization and productivity. Availability This feature is available for all paid plans. Super ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources