In this page we're going to cover how to create a substatus of the Open status and apply it to a messaging trigger.
In the following example we'll assume I travel to my client's offices to provide my notary services, there may be times when I'm running late due to traffic and I want to TimeTap to send my clients a text message when I mark my appointments as "Running Late", to accomplish this we will first:
I'm going to create a substatus of the Open and label it "Running Late", this is will leave the appointment in an open status but with the substatus of "Running Late". I'll being by going to the Calendar Settings while in the Calendar View:
While in the Calendar Settings screen scroll down to the “Account Level Calendar and Appointment View Defaults” section and locate the “Open Appointment Substatuses” section:
In the “Open Appointment Substatuses” section click the + button to add a new substatus:
Enter "Running Late" in the Substatus field, in the "Statuses that can be moved to this substatus" dropdown only leave Open selected, this means that only when the appointment is an an open status will you be able to assign the "Running Late" substatus:
Click the Save button in the “Account Level Calendar and Appointment View Defaults” section:
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