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Allow the users to define their own status and assign them to appointments. #244

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rankun203 opened this issue Nov 15, 2016 · 20 comments
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@rankun203
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The ability to mark an appointment as checked-in, completed.

@alextselegidis
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Marked as a an enhancement, thanks :)

@alextselegidis alextselegidis added the enhancement New feature or request label Nov 15, 2016
@rankun203
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rankun203 commented Nov 23, 2016

I suggest the event statuses be attendance_status: [registered, checked_in, finished, wont_come], but I'm not sure if they are appropriate. I'm working on the pull request.

easy-appointment-status

@alextselegidis
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alextselegidis commented Nov 23, 2016

Thanks for posting!

I think a nice idea would be is we could make these statuses dynamic in the settings page. Like a small management list would be great 👍

  Alex Tselegidis, Easy!Appointments Creator
  Need a customization? Contact me in person!

@rankun203
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Yeah, a management list would be great. But if we want the admins to define these statuses, we have to make the input (status text) language agnosticism right? Another way is we define several statuses and let the admins decide which ones to use.

@alextselegidis
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alextselegidis commented Nov 24, 2016

Yeah you are right, I guess this would be extra work for us so maybe it's better to keep you initial solution with the predefined statuses that can easily be translated. In the future we might add the ability to add custom statuses.

  Alex Tselegidis, Easy!Appointments Creator
  Need a customization? Contact me in person!

@rankun203
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rankun203 commented Nov 24, 2016

As for the check-in process, how could we make the process easier? Maybe a button that indicates the next status?

image

And of course, admins may still be able to edit the status in Edit Appointment screen.

image

How do you think?

@alextselegidis
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alextselegidis commented Nov 24, 2016

I think that the best solution would be to integrate the select box in the event popup, and update the value with an AJAX request. If you find this too much then I would just let the user to modify the event by opening the editing modal.

The button could work, but I think that it can be frustrating because you cannot set all the possible statuses. I mean jump from one status to the other without clicking too many times.

  Alex Tselegidis, Easy!Appointments Creator
  Need a customization? Contact me in person!

@rankun203
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Do we need a way to visualize the attendance status? for example (with colorized backgrounds or dots):

image

@alextselegidis
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alextselegidis commented Nov 24, 2016

Yeah colored events look good! The dots won't be visible if the appointment duration is short so I would skip that.

Good Job :)

  Alex Tselegidis, Easy!Appointments Creator
  Need a customization? Contact me in person!

@rankun203
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rankun203 commented Nov 24, 2016

I did a pull request that finished most of the job, but I did a update from an older version, the database left unchanged (didn't update the schema). #252.

About the color of events, let's use

  • Blue (bootstrap-btn-primary) for registered.
  • Green (bootstrap-btn-success) for checked_in.
  • Grey for finished.
  • Yellow (bootstrap-btn-warning) for wont_come.

Any better idea?

@rankun203
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rankun203 commented Nov 25, 2016

And for the appointment statuses, colored events card look good, but will we need the colors for other purpose in the future? or just use them as status indicators?

To me, if there is a multi calendar feature coming out (e.g.: login as an admin, each calendar is for one provider), the colors will be useful to distinguish them.

And yes, The dots also won't be visible if 2 appointments are overlapped.

@rankun203
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rankun203 commented Nov 25, 2016

Me and my colleague @ikangiec now think the status may not be the best idea to deal with appointment check in problem. Maybe split them to user's action (Yes, No, Maybe) and admin's action (Check In), or simplify the current status to just Check In action. Any idea?

Please hold onto the pull request for now until we come up with a better solution.

@alextselegidis
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alextselegidis commented Nov 25, 2016

Ok first things first, for now we can use colors for showing the current appointment status as there won't be any multi-calendar feature soon. It is quite possible that it will come in the future but then we will probably change the status display by using some icons, tags/labels or maybe plain text.

For you second question I cannot see why an appointment status won't solve your original problem. It's a really easy way for admins to keep this info without modifying the appointment notes. The customer has also the ability to cancel an appointment.

  Alex Tselegidis, Easy!Appointments Creator
  Need a customization? Contact me in person!

@rankun203
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rankun203 commented Nov 26, 2016

Agree, colors for appointment status is still the best solution for now.

You are right, the status can solve our original problem. The customer can cancel an appointment, the admin can also delete them, so our option won't come becomes unnecessary, also for the registered status. All appointments that showing in the calendar are registered, so it's unnecessary too, thirdly, the option completed is also not so useful.

We wanted to simplify this, after checking with other softwares online, we think we only need to store the check in status. I mean, something like this:

Status: Checked In or just an Check In action button.

1

2

3

4

Colored appointments are still useful, but if we go with the Checked In only way, we only need one dedicated color for checked in appointments then. @alextselegidis How do you think?

@rankun203
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Did another pull request, hope you will like this solution :)

The statuses are still there, just left only registered and checked_in.

@ikangiec
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@rankun203 Thanks for the work.

@alextselegidis
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alextselegidis commented Nov 26, 2016

If we only have two statuses then it's true that we only need two colors. I'll some time to elaborate on this but I will post here soon (after reviewing the pull request). In any case though I would like to thank you for your contribution :)

  Alex Tselegidis, Easy!Appointments Creator
  Need a customization? Contact me in person!

@alextselegidis alextselegidis self-assigned this Jan 28, 2018
@alextselegidis alextselegidis added this to the v1.5.0 milestone Jan 27, 2022
@supersmart-at
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supersmart-at commented Jan 27, 2022

I would also appreciate to set a default behavior after confirming the transition state.
I think of a pending state:

  • not sending the appointment confirmation on creation, but
  • on entering the state of "approved" (by admin/user) the confirmation get's sent (same routine as on updating an appointment now (v1.4.2)

@alextselegidis
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@supersmart-at Right, there are many things that can be triggered by status changes and they all make sense, based on the workflows of each company/professional.

Easy!Appointments will always aims to provide the best tooling for any use case.

For your case, I think that the following steps would work as well:

  • Disable automated customer notifications.
  • Get new appointments with booked/pending status (starting with 1.5).
  • Change the status to confirmed or similar whenever you are ready.
  • Use the new send-email button to trigger the customer notification manually.
Alex Tselegidis, Easy!Appointments Creator
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@alextselegidis alextselegidis changed the title Give appointments a status Allow the users to define their own status and assign them to appointments. Oct 16, 2022
@alextselegidis
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Pushed in develop branch.

Alex Tselegidis, Easy!Appointments Creator
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