Customize Every Appointment Stage: New Flexible Statuses Now Live in SalesEdge.io Calendars

You asked for more control over how you manage your appointments, and we're excited to deliver! SalesEdge.io Calendars now let you create and use custom appointment statuses. Instead of being limited to preset options, you can define each step an appointment goes through, using words and labels that make sense for the unique workflow of your coaching or consulting business.

What's New?

• Name Each Stage Your Way: Create as many appointment statuses as you need—like "Checked In," "Paperwork Pending," or "Ready to Start"—to match exactly how you handle your sessions.
• Organized and Simple Management: Manage all your statuses from a dedicated Appointment Status page. Add new ones, rename or reorder them, and archive those you no longer use (with the option to bring them back whenever needed).
• Clever Organization Behind the Scenes: Every status fits into one of six main groups: Pending, Active, Completed, No Show, Cancelled, and Invalid. These groups make sure your calendar’s availability, notifications, and time slots behave just as they always have—no accidental double-bookings or missed updates.
• No Disruption to Your Work: Your current statuses and existing appointments are automatically transferred into this new system. Everything continues running smoothly with zero effort on your part.
• Easily Apply Statuses Anywhere: Choose your custom status when creating a new appointment, editing its details, or viewing your full appointment list. Quickly find and select the right stage thanks to organized, searchable lists.
• Perfect for Group Sessions: For class bookings, you can assign a different status to each individual attendee—ideal for tracking everyone’s progress.
• Automate at Every Stage: All workflow automation tools now recognize your custom statuses. Set up messages, reminders, or follow-ups that trigger precisely when an appointment reaches a specific stage—saving you time and reducing manual follow-up.

How to Start Using Custom Appointment Statuses

1. Turn on Custom Appointment Statuses in the Labs section of your SalesEdge.io account.
2. Go to Calendars > Calendar Settings > Preferences > Appointment Status.
3. Open a status group (like Pending or Completed), click "New status," give it a name, and save it. Drag to reorder or click the pencil icon to rename any status.
4. If you no longer need a status, archive it using the archive icon. You’ll see a clear summary of what will change before confirming—archived statuses can be restored anytime.
5. Apply your customized statuses while booking or managing appointments throughout SalesEdge.io.

Why This Update Matters

• Tailored for Real Business Needs: Whether you run a coaching practice, clinic, or small team, you can now capture every important appointment milestone inside SalesEdge.io—no more relying on notes, spreadsheets, or other apps to track what’s next.
• Safe and Predictable Scheduling: Since the core rules behind each status group stay the same, you never have to worry about conflicts or lost appointments—even as you customize your workflow.
• Simpler Automation: Trigger exactly the follow-up or reminder you want, at the precise moment you want it, by automating actions around your custom statuses.
• Effortless Transition: No need for manual updates—your existing data and processes carry over seamlessly.
• A Foundation for More: This flexible approach sets the stage for future enhancements, like custom status tracking for services and rentals.

---

For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.