Path: Main Menu > Admin Tools Menu > System Setup (Supplemental) > Scheduler Configuration tab

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Your Agency has the ability to set what type of appointment status is reflected in the Scheduler when a client cancels or confirms an appointment from the Client Portal.

Set Up Portal Cancel or Confirm Appointment Status

1. Navigate to Client Portal Settings by following the path above.
2. From the Client Confirm Status drop-down menu, select the status you want to be reflected in the Scheduler when a client confirms an appointment via the portal.
3. From the Client Cancel Status drop-down menu, select the status you want to be reflected in the Scheduler when a client cancels an appointment via the portal.
4. From the Client Cancel Status (less than 24 hr notice) drop-down menu, select the status you want to be reflected in the Scheduler when a client cancels an appointment via the portal less than 24 hours before the appointment.
5. Click the Save button.