Appointment Report: Track Client Interactions with Detailed Appointment Reports
Gain insights into client meetings with comprehensive appointment reports. This feature logs key details such as date, time, outcomes, and follow-up actions for each appointment, helping you stay organized and improve client relationship management. Perfect for reviewing performance and ensuring that no appointment detail is overlooked.
1. Start by accessing Operations tab.
2. Next, click on 'Phone Stats' to access appointment report.
3. Then, select 'Appointment Report' to get specific insights.
4. Now, specify the start and end date for your report.
5. You can select a specific calendar or all calendars in generating reports.
6. Here is another filter to generate accurate report: Date added or start date
7. Continue by selecting 'Booked' to review those appointments.
8. Afterwards, click 'Confirmed' to view confirmed appointments.
9. Next, check 'Cancelled' to see the cancellations.
10. Then, review new appointments by selecting 'New'.
11. Move forward by selecting 'Showed' for attended appointments.
12. Now, examine 'No Show' appointments for further insights.
13. Check 'Invalid' appointments next.
14. You can see here the summary report for Channel.
15. You can choose within this two options to generate source data under appointment report.
16. Outcomes data can be seen here.
17. Top 5 most booked calendars graph.
18. Top 5 Appointment Owners graph.
19. Most Popular days (for appointment booked day)
20. Top 5 Calendars with Cancellations graph.
21. Listed here is the detailed appointment report.
22. Filter data by status.
23. Add or remove column/s from the table below.
24. Export data by clicking this button.
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Appointment Report: Track Client Interactions with Detailed Appointment Reports | SURPLUS SYSTEMS
