Your appointment statuses now follow the linked activity through the full session lifecycle, so a session marked "Completed" in Hi Rasmus Scheduling really is done, reviewed, and ready to bill. No more cross-checking the Appointments and Activities modules to know where a session actually stands. π
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β¨ What's new:
- π Live status from the linked activityβ When an appointment is linked to an activity, its status now reflects the activity's real state across the Appointments page, the Scheduler, and your schedule.
- π· New session statuses you'll seeβ Appointments can now show In Progress, Pending Notes, Pending Review, and Pending Signatures, alongside Completed.
- β "Completed" means billing-readyβ An appointment only shows Completed once the linked activity is fully documented, reviewed, and signed β not just when the session ends.
- π One unified statusβ You see a single status per appointment instead of separate appointment and activity values, with consistent colors across the Scheduler and Appointments views.
- π Scheduling states stay as-isβ Appointments without a linked activity continue to show their scheduling status (Created, Draft, Scheduled, Cancelled, or Deleted).
- π More accurate status filteringβ Filtering by status in Reporting β Appointments now returns exactly the statuses you select.
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π‘ Why it matters:
Practices lose time and revenue when sessions look "closed" in the scheduler but still have notes, reviews, or signatures pending. By surfacing the activity's real status everywhere appointments appear, admins and billers get one trustworthy view of session state β so it's clear at a glance which sessions are truly finished and ready to bill, without jumping between modules to double-check.
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