Appointments 2.0 + Marking an Appointment Cancelled | Voters

Appointments 2.0 + Marking an Appointment Cancelled

in progress

Jonathan Schultz

I don't like deleting appointments if they cancel because I like having the history of an appointment being set. It would be convenient though if we can mark them cancelled so when going through working on confirmations we can easily see who already cancelled without having to open the customer profile.

Kayla Mitchell

Agreed!

Drew Adler

Merged in a post:

Add a cancel appointment option

Taylor Cook

pretty straightforward and basic

Shawn Goebel

Merged in a post:

CANCEL

Sara Pacheco

there should be an option to makr an appointment as canceled so it is easier to track how many canceled versus how many no showed. we do not delete appts becuase that inflates all other numbers

Sara Pacheco

I want the ability to cancel an appointment that was you can see how many cancel and how many no show. If you delete an appointment it hurts your set percentage but inflates your show percentage which gives you inaccurate values.

Micaela Bicknell

My pay and my BDC managers pay is based on making appointments. When we have to cancel an appointment for a customer, sometimes the day of the appointment as emergencies happen, we try not to delete but other managers go in and delete them anyways because they don't want the auto confirmations going out to the customers.
This affects how our department is paid because our set appointments disappeared and it affects goals and bonuses.
Having the cancellation option keeps the set appointments and they still go towards our goals. for example, if my goal is to make 80 apts a month, but 25 cancel, and those 25 get deleted, I have not made my goal. All the work I have done to set the appointment dissapears and it reflects poorly on me when it comes time to do evaluations for pay raises/bonuses etc...

Shawn Goebel

Merged in a post:

Appointments

Jurgen Schmidt

I'd like the ability to cancel appointments in advance if the need arises

Shawn Goebel

Merged in a post:

Going from Appointment page to the customer activity/deal

Forouz Mohisefat

Logically, we should have the ability to click on a scheduled appointment and go to either the deal or activity page from the mobile app and desktop

Shelby Parker

Great to hear your perspective, Jurgen Schmidt! I have a few more questions for you:

What specific features would you like to see when canceling an appointment?
How far in advance would you typically need to cancel an appointment?
Would you like to receive a confirmation or notification after canceling an appointment?

Kate Shaddrick

Agreed!

Jacob Coleman

Merged in a post:

Mine missed appointments

Daniella Kutter

Can we add appointments as an option in the filters so that we can go back and mine through missed appointments?

→