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 one hour 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 one hour 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.

 


    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








                                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

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          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 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







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • 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 ...
                                                                                                  • Razorpay Payment Integration

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

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