Understanding appointment status
The 4 appointment statuses in Metrikia, their manual and programmatic transitions, and how to use the markedShowedUp flag on express_win.
The 4 appointment statuses
Every appointment in Metrikia follows a lifecycle defined by 4 statuses:
| Status | Meaning | Who sets it |
|---|---|---|
| SCHEDULED | Appointment booked, pending | Default on creation |
| SHOWED_UP | Lead showed up | Manual action or explicit import |
| NO_SHOW | Lead did not show | Manual action (mark_no_show transition) |
| CANCELLED | Appointment cancelled | Manual action (PATCH appointment) |
Core rule: SCHEDULED by default
Metrikia never automatically marks an appointment as SHOWED_UP. This prevents biased dashboard metrics (artificially inflated show-up rates).
Only these paths can set SHOWED_UP:
- A CSV/AI import with a status column explicitly set to
showed_up - A manual PATCH via the UI or API
- The
express_wintransition withmarkedShowedUp: trueflag (see below)
express_win transition and the markedShowedUp flag
The express_win transition represents a deal closed on the first call: the appointment is created retroactively to log the interaction.
Default behaviour: the appointment is created as SCHEDULED.
If you have confirmed attendance, pass markedShowedUp: true in the request:
POST /api/v1/leads/{id}/transition
{
"transition": "express_win",
"dealAmount": 250000,
"markedShowedUp": true
}
If markedShowedUp is absent or false, the status stays SCHEDULED.
Updating the status manually
- Go to the lead card in /app/crm
- Open the Appointments tab
- Click the appointment you want to update
- Use the Showed up, No-show or Cancel buttons
Expected result: status updates immediately and affects your show-up rate metrics.
Common issues
- "Show-up rate is 100%": if all your appointments show
showed_up, this is likely an artifact of a legacy data migration. Contact support for a targeted cleanup. - "I don't see the Showed up button": make sure you are a Closer or Admin. Setter roles cannot modify appointment status.
- "Status doesn't change after express_win": verify that
markedShowedUp: trueis passed in your API payload if you are calling the endpoint directly.
Previous guide
Corrupted data on my dashboard: what to do
Next guide
Understanding historical imports (is_backfill)
To go further, check out our blog, the documentation or contact support.