Appointment Actions n this column, you can change the appointments’ status or cancel an appointment. Here are all the appointment actions: Confirmed Reschedule Invalid Cancelled Showed No-Show Delete Scheduled Appointments List Name Of The Contact In this column, you can see exactly who scheduled the appointment with you or your team. Requested Appointment Time In […]
Manually Scheduling Appointments If you would like to schedule a new appointment manually, you can do so by clicking the “+ Schedule Appointment” button here. This is especially useful for phone sales or live chat sales. Appointment Panel Options Choose a Calendar When scheduling an appointment, you will need to first choose a calendar you’d
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Calendar Slot – White Empty slot with no bookings. Calendar Slot – Grey The blocked slot sync from google when you have turned on one-way sync – Not Editable. Calendar Slot – Light Grey The blocked slot sync from google (which is marked as free) when you have turned on one-way sync – Not Editable.
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The Reporting Tab includes a specific report on “Agent Reporting”. This allows you to track information about your team and users within your system. Perhaps you have a sales team, or other team members who you want to view statistics on. The Agent Reporting allows you to view Opportunities and Conversions, email and SMS stats,
The Reporting Tab includes a specific report on your system’s calls. Using various available filters, you can view the call source, duration, and more. You can also export the data if you need a spreadsheet/list of the information. Follow these simple steps to learn how: Step 1: Accessing The Report Navigate to the Reporting section
The Reporting Tab includes a specific report on your appointments. Using various available filters, you can view the status of appointments, compare the booking channel and source, and export the data if you need a spreadsheet/list of the information. Follow these simple steps to learn how: Step 1: Accessing The Report Navigate to the Reporting
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✅ Setting up your Profile Your Profile Here’s an overview of your account profile. Some of this is basic information, yet it’s critical so you can have a good foundation and be set up for success with using the system. Personal Information Upload your profile photo and change your personal contact information. Change/Update Password You
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Your Profile Here’s an overview of your account profile. Some of this is basic information, yet it’s critical so you can have a good foundation and be set up for success with using the system. Personal Information Upload your profile photo and change your personal contact information. Change/Update Password You can change or update your
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NOTE: Depending on your user permissions, you may not have access to all of the components. Add New Users Click here to add new team members. Edit User Information You can add a personal logo for each user too. For each employee, fill out their basic information: Name, email, and phone number. You can also
