1. Medical Spa

Client Appointment Progress

How to track a client's appointment status

The Client Appointment Progress screen is available with AestheticNow. To upgrade your account, please contact our Sales Team at 321.307.9099 or sales@aestheticnow.com.

The Client Appointment Progress Screen is an easy way to enter and track the progress or flow of appointments. To open the appointment progress screen, hover over Schedule, and select Client Appointment Progress.

Schedule > Client Appointment Progress

Click to begin! 

🔑 Appointment Progress Key

☑️ How to Enable the Begin Service Window

💆 How to Use the Client Appointment Progress Feature

💻 How to Manually Enter Client Appointment Progress


🔑 Appointment Progress Key

client appt progress

Client Progress Screen Close Up

client appt progress closeup

Appt Time

The time the appointment was entered will show here.

Check In

The time that the client was checked in for their appointment will display in this column.


The client selected for the appointment will show here.


The provider selected will display. If no employee is chosen, the Inhouse employee will show.


The appointment service will show in this column.


If a resource has been selected or assigned for this appointment, it will display in this column.


The appointment status last selected for the appointment will show. Appointment statuses must be created in the Appointment Status List.

Last Updated

The last time the appointment progress was updated will appear here. 


The options available for each appointment in the list include changing the appointment status, editing the treatment record, and marking the service as completed.

change status buttonChange Status will open the Patient Status box, allowing you to change the room or resource and update the patient status
edit buttonEdit Treatment Details will open the treatment screen for the appointment
mark completed buttonMark Completed/ Add to Checkout List  will open a window asking if you want to add to the checkout list or complete the service to remove it from the list.

☑️ How to Enable the Begin Service Window

In order to have access to this feature on your calendar, you must enable the Begin Service option in your Company Settings:

  1.  Open Company Settings, then select Schedule Options. 
    Company Settings > Schedule Options
  2. Under the General Schedule Options tab you will see the Use enhanced 'begin service' window to add appointment to appointment progress page checkbox.
    This box must be selected in order for this feature to properly function. company settings begin service option-1

💆 How to use the Client Appointment Progress Feature

1. Start by checking-in the client. Right click an individual appointment, select Check In Client from the dropdown.

check in client

2. Once select, you will see a popup screen to verify the client's contact information and/or add any additional products or services before you complete the check in process.

You can also view the client's information by selecting Detailed Client Info. You can also view the client's previous formulas by selecting Show Formulas. You can also print the work ticket or notify your employee through a SMS employee check-in notice.

client check in popup

3. Click Complete Check In button once you verify client information or add any additional services.

4. Once your client has checked-in, their name will appear under the Waiting to Begin Service column on the left-hand side of your appointment calendar. 

waiting to begin service

5. Click on the Change Status calendar icon (shown above). 

appt status

Here is where you can edit the client's resource and treatment status. You can access it initially from the left column beside your Calendar, and then through the Client Appointment Progress screen. You can also access it directly from your client's treatment screen. 

Schedule > Client Appointment Progress

appt progress

Schedule > Appointments > [Specific Appointment] (right click) > Treatment Information 

appt progress treatment screen

6. Once the client is ready for checkout, click their corresponding checkmark icon. 

appt progress checkmark

The following window will popup on your screen:

complete service popup
Hit the Cancel/Go Back button if you did not want to Complete the treatment process. 

Clicking Mark as Completed will mark the service complete in your Calendar, but will not add the service to the Checkout list. 

If you click Add to Checkout List, your client's appointment will conveniently appear on the left-hand column in your Calendar screen:

ready for checkout

7. Click the Cart icon to bring this appointment to the Sales Register. 

8. Checkout the client as usual. 

💻 How to Manually Enter Client Appointment Progress

If you do not enable this feature in Company Settings, the Waiting to Begin Service area will not appear on your Calendar. Instead, you will have to manually add clients using the Add Client To List button in the Client Appointment Progress screen and then continue the process through to checkout. 

add client to list
appt status popup