TracCloud: Mark Appointments as Pending - Revision history

Redrock at 20:10, 31 March 2026

2026-03-31T20:10:50Z

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	In a typical TracCloud configuration, appointments will automatically be marked as missed if no visit is created by that evening or the next day. If you would prefer TracCloud not do this automatically, instead giving that task to your staff, you can change a couple preferences so that TracCloud marks these appointments as "Pending" rather than "Missed."		In a typical TracCloud configuration, appointments will automatically be marked as missed if no visit is created by that evening or the next day. If you would prefer TracCloud not do this automatically, instead giving that task to your staff, you can change a couple preferences so that TracCloud marks these appointments as "Pending" rather than "Missed."

	<~~div class="line"></div~~>		<hr>
	<big><b>1. Review your current missed status</big></b>		<big><b>1. Review your current missed status</big></b>

Redrock at 23:26, 30 March 2026

2026-03-30T23:26:03Z

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Redrock at 16:37, 29 July 2025

2025-07-29T16:37:12Z

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	<~~big><b~~>Preventing TracCloud from automatically marking appointments as missed</~~b></big><br~~>		<div class="pageTitle">Preventing TracCloud from automatically marking appointments as missed</div>

	In a typical TracCloud configuration, appointments will automatically be marked as missed if no visit is created by that evening or the next day. If you would prefer TracCloud not do this automatically, instead giving that task to your staff, you can change a couple preferences so that TracCloud marks these appointments as "Pending" rather than "Missed."		In a typical TracCloud configuration, appointments will automatically be marked as missed if no visit is created by that evening or the next day. If you would prefer TracCloud not do this automatically, instead giving that task to your staff, you can change a couple preferences so that TracCloud marks these appointments as "Pending" rather than "Missed."

Redrock at 18:55, 25 November 2024

2024-11-25T18:55:10Z

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	* [[TracCloudGuideProfilePrefsEmails\|Email Profile Preferences]]		* [[TracCloudGuideProfilePrefsEmails\|Email Profile Preferences]]

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Redrock: Redrock moved page TracCloudGuidePendingAppointments to TracCloud: Mark Appointments as Pending

2024-11-25T17:14:43Z

Redrock moved page TracCloud: Mark Appointments as Pending to TracCloud: Mark Appointments as Pending

← Older revision	Revision as of 17:14, 25 November 2024
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Redrock at 21:46, 10 July 2024

2024-07-10T21:46:00Z

← Older revision		Revision as of 21:46, 10 July 2024
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	In a typical TracCloud configuration, appointments will automatically be marked as missed if no visit is created by that evening or the next day. If you would prefer TracCloud not do this automatically, instead giving that task to your staff, you can change a couple preferences so that TracCloud marks these appointments as "Pending" rather than "Missed."		In a typical TracCloud configuration, appointments will automatically be marked as missed if no visit is created by that evening or the next day. If you would prefer TracCloud not do this automatically, instead giving that task to your staff, you can change a couple preferences so that TracCloud marks these appointments as "Pending" rather than "Missed."

	==1. Review your current missed status==		<div class="line"></div>
			<big><b>1. Review your current missed status</big></b>

	<i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Appointment Status and Management.</i>		<i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Appointment Status and Management.</i>
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	Take note of your current missed status, as it will need to be consistent across the settings covered in this article. The screenshots below shows "Missed" as our status and will be used as the example for the remainder of this article. The steps would be the same for alternates (e.g., "No-Show"), just swap out "Missed" with your preferred status where necessary.		Take note of your current missed status, as it will need to be consistent across the settings covered in this article. The screenshots below shows "Missed" as our status and will be used as the example for the remainder of this article. The steps would be the same for alternates (e.g., "No-Show"), just swap out "Missed" with your preferred status where necessary.

	[[File:7408409.png\|450px]]~~<br><br>~~		[[File:7408409.png\|450px]]

	==2. Update your missed appointment email==		<hr>
			<big><b>2. Update your missed appointment email</big></b>

	<i>Other > Other Options > Profiles > [Your Profile] > Prefs > Emails > Missed Appointment Emails.</i>		<i>Other > Other Options > Profiles > [Your Profile] > Prefs > Emails > Missed Appointment Emails.</i>

Redrock at 21:41, 10 July 2024

2024-07-10T21:41:35Z

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Redrock at 21:40, 10 July 2024

2024-07-10T21:40:54Z

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	<big><b>Preventing TracCloud from automatically marking appointments as missed</b></big><br>		<big><b>Preventing TracCloud from automatically marking appointments as missed</b></big><br>

Redrock: Created page with "{{TracCloudGuideTabs}}

{{TracCloudGuideProfileTOC}}
Preventing TracCloud from automatically marking appointments as missed
In a typical TracCloud configuration, appointments will automatically be marked as missed if no visit is created by that evening or the next day. If you would prefer TracCloud not do this automatically, instead giving that task to your staff, you can change a couple pr..."

2024-07-10T21:36:07Z

Created page with "{{TracCloudGuideTabs}} <div class="tcWidgetPage"> <div class="categoryWide"> {{TracCloudGuideProfileTOC}} </div> <big><b>Preventing TracCloud from automatically marking appointments as missed</b></big><br> In a typical TracCloud configuration, appointments will automatically be marked as missed if no visit is created by that evening or the next day. If you would prefer TracCloud not do this automatically, instead giving that task to your staff, you can change a couple pr..."

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<big><b>Preventing TracCloud from automatically marking appointments as missed</b></big><br>
In a typical TracCloud configuration, appointments will automatically be marked as missed if no visit is created by that evening or the next day. If you would prefer TracCloud not do this automatically, instead giving that task to your staff, you can change a couple preferences so that TracCloud marks these appointments as "Pending" rather than "Missed."

==1. Review your current missed status==

<i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Appointment Status and Management.</i>

Take note of your current missed status, as it will need to be consistent across the settings covered in this article. The screenshots below shows "Missed" as our status and will be used as the example for the remainder of this article. The steps would be the same for alternates (e.g., "No-Show"), just swap out "Missed" with your preferred status where necessary.

[[File:7408409.png|450px]]<br><br>

==2. Update your missed appointment email==

<i>Other > Other Options > Profiles > [Your Profile] > Prefs > Emails > Missed Appointment Emails.</i>

Set <b>Change missed appointment to Status</b> to "Pending" (or your preferred phrasing). This is the status TracCloud will automatically change appointments to at the specified time instead of "Missed."

In the email body itself, append the following. This will prevent the email from sending if the status is not missed. In other words, the email will only send when a staff member manually changes the appointment to missed.
<syntaxhighlight style="border: 1px dashed black" lang="twig">
{% if Appointment.Status != "Missed" %}
{{ setResultActions('SendEmail', '0') }}
{% endif %}
</syntaxhighlight><br>

[[File:1465250.png|800px]]<br><br>

Save your changes, and you're all set. Going forward, TracCloud will mark appointments as pending if they don't have a status by the time the missed appointment email process runs. This pending status will not prompt the missed appointment email to send, that will only be initiated if a staff member marks the appointment as missed manually.

<hr>
<i>See Also</i>

* [[TracCloudGuideBasicsSchedule|Schedule Management]]

* [[TracCloudGuideProfilePrefsSchedule|Schedule Profile Preferences]]

* [[TracCloudGuideProfilePrefsEmails|Email Profile Preferences]]

[[Category:TracCloud]]
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