Overview
Schedule dots provide quick insights into the status of your appointments, including billing and Notes. This guide explains what the dots represent, when they appear, and how they can help you manage your schedule more efficiently.
What Do the Dots Represent?
Left Dot – Billing Status:
Grey: No charges associated with the appointment.
Red: Appointment is unpaid.
No Dot: Appointment has been paid.
Right Dot – Note/Intake Status:
Grey: No Note/Intake exists for the appointment.
Red: Tentative or unfinished Note.
No Dot: Note for the appointment is finalized.
When Do Dots Appear?
Checked-in Appointments Only:
Dots are shown only for appointments marked as "Checked in." Unchecked appointments will not display dots. You can know if an appointment is checked in by looking at the green bar on top.
Add-on Appointments:
Add-ons do not generate dots, as their financial and Note details are tied to the main appointment.
Managing Dots
Disappearing Dots:
Collecting payment for an appointment or finalizing its Note will remove the corresponding dots.
Purpose of Dots:
These serve as reminders to take action, such as collecting payment or completing Notes.
Benefits of Using Schedule Dots
Gain a clear, quick overview of appointment statuses.
Identify pending tasks, such as unpaid appointments or unfinished Notes, at a glance.
Streamline workflow by focusing on checked-in appointments requiring action.
Feel free to reach out for more questions or assistance!