Appointment Status'

[dansuperman]

I'm setting up a leaderboard at my spa to track the # of days visited by our clients.  To make sure clients are awarded points for completed appointments only, I want to know if there's a reliable way that Square marks these appointments as completed, as opposed to just assuming confirmed appointments are completed if it isn't cancelled. 

In other words, regardless of prepaid or not, is there a "checkout" button of sort, for our employees, to validate that the client had showed up and completed the appointment?  Even if Square assumes that every appointment is completed by changing its status to "completed" (or something of that nature) after the appointment time, that can still work too; but I don't think that's what the system is currently doing.

If anyone knows whether or not they currently are doing this or have intentions on doing this, please advise.  Or if you know any other type of simple solution for me to create this leaderboard (automatically and with live data), that'd be great too.

Thank YOU in advance.  🙂

~daniel

[Ellie_]

Hi there, @dansuperman, 

Thanks so much for reaching out, your leaderboard idea sounds like a fun and engaging way to encourage client visits!

To answer your question: Square Appointments does not automatically mark appointments as "completed" based solely on the appointment time passing or confirmation status. At this time, there isn't a built-in "checkout" or "mark as completed" button in the Appointments system specifically. However, there are a couple of workarounds you can consider to reliably track completed visits:

If your staff checks out clients using Square POS at the end of their appointments, even for $0 transactions, this can serve as a strong indicator that the client showed up and completed the appointment. You can pull reports based on completed transactions to help drive your leaderboard.

If you’re not charging clients at the end of every visit, you might consider training your staff to manually update a note field on the appointment or a custom field in the client profile to indicate completion. While a bit more manual, this can give you control over what counts as a “completed” visit.

We understand how valuable it would be to have a more automated status for completed appointments, and I’ll be happy to pass along your feedback to our product team for future consideration. Let me know if you’d like help setting up any of the above options, I’m here to help!

[dansuperman]

Yes, please pass this message along because the idea is to make it intuitive and automatic.  MangoMint has a checkout button that allows customers to checkout even if there's no payment required.  This is great because this would update the status of the appointment to COMPLETE, which then would create a triggered event for API usages.

It looks like Square is noticeably inferior in comparison to MangoMint, for appointments, so for now I think we're going to stick with MangoMint until Square Appointments become more compatible for our needs. 

Thank YOU for the response!

[TCSlaguna]

Hi @dansuperman, 

Great idea to have a COMPLETE status for Appointments. We have 10 service providers, so knowing the status of appointments is critical. 

We have also hit limitations of calculating service provider payouts, as Square Appointments does not have a report based on when a service was rendered. There are only reports based on transaction dates. 

Hopefully Square Appointments will see such features added in the near future.