TracCloud: Mark Appointments as Pending
From Redrock Wiki
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 this not happen 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
Go to Other ➜ Other Options ➜ Profiles ➜ [Your profile] ➜ Prefs ➜ Scheduling ➜ Appointment Status and Management. 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," which will be the example throughout the rest of this article. The steps would be the same for alternative phrasing such as "No-Show," just replace "Missed" with your preferred status where necessary.
2. Update your missed appointment email
Go to Other ➜ Other Options ➜ Profiles ➜ [Your profile] ➜ Prefs ➜ Emails ➜ Missed Appointment Emails, then set Change missed appointment to Status 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. I.e., the email will only send when a staff member manually changes the appointment to missed.
{% if Appointment.Status != "Missed" %}
{{ setResultActions('SendEmail', '0') }}
{% endif %}
Save your changes. 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 cause the missed appointment email to send, that will only be initiated if a staff member marks the appointment as missed manually.
See Also