Open an appointment to check its details and to see every message Otpho sent the customer about it. Owners, admins, and office managers can open appointments at the offices they manage. Employees can't open appointments from Today.
Open an appointment
- Tap Today.
- Tap the appointment's row.
At the top you see its status and the customer's name. Tap the name to open the customer's record.
The details
- When: the day and time, with the office's time zone under it.
- Service: the service and how long it takes.
- With: who the appointment is with, and either Asked for by name or Anyone available.
- Office: where it is.
- Booked: shown when the customer booked online, with where they came from.
Messages
Under Messages you see each message sent to the customer, such as a Confirmation, Reminder, Change, or Cancellation, with the time it was sent. Under each one, a line shows how it went for each way it was sent:
- Text delivered or Email delivered: it reached the customer.
- Text sent or Email sent: it left Otpho.
- Text not sent: they opted out: the customer replied STOP to texts.
- Text failed or Email failed: it didn't get through.
- Waiting to send or Sending: it hasn't gone out yet.
- Not sent: the appointment changed first: a newer change replaced it.
If nothing has gone out, you see Nothing sent yet.
What you can do from here
At the bottom of the screen:
- Book again books the same customer for another time.
- Reschedule moves an upcoming appointment to a new time.
- Cancel appointment cancels it. You're asked to confirm, and the customer is told.
Reschedule and Cancel appointment only show for appointments still to come.