Learn how to finalize appointments by marking sessions as complete. These FAQs guide you through confirming session details, generating invoices, and updating appointment statuses efficiently.
9 articles
How do I mark a session as complete for an appointment?
What happens when I mark a session as complete?
How does the discount work?
How do cash payments work?
Does a payment link and invoice get sent out when I mark insurance payment and then click “Generate invoice” in the “Mark Session Complete” section?
Why don’t I see insurance payment as an option in mark session complete?
How does the Save & Review feature work?
Why can’t I Save & Review an invoice marked as an insurance payment type?
Why can’t I Save & Review an invoice/receipt in Paid status?