Calendar type for Appointments.
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Ryan Rico
It would be valuable to introduce a calendar-style interface that aggregates and displays all appointments in a daily, weekly, and monthly view. This would allow users to easily visualize scheduled appointments, track expected show activity by date, and manage workflows more effectively, rather than relying solely on a list-based view.
A calendar-based UI would improve visibility, planning accuracy, and operational efficiency, especially for teams managing high appointment volumes. The ability to filter by advisor, agent, department, or status (e.g., scheduled, confirmed, shown, no-show) would further enhance usability and decision-making.
Shelby Parker
Great to hear your perspective, Ryan Rico! I have a few more questions for you:
- What specific features or functionalities would you like to see in the calendar interface to better manage appointments?
- How important is the ability to filter appointments by advisor, agent, department, or status to your daily operations?
- Are there any specific integrations with other tools or systems that would enhance the calendar's effectiveness for your team?
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Ryan Rico
Thank you for the questions—below are the specific capabilities that would make the calendar interface highly effective for appointment management:
1) Desired Features and Functionalities
We would like the calendar interface to function similarly to DealerSocket’s appointment calendar and Google Calendar-style layouts, with the following capabilities:
Calendar Grid View
* Rows representing time blocks (e.g., 9:00 AM through closing time).
* Columns representing Sales Representatives and BDC Representatives.
* Appointments displayed within the grid to visualize workload distribution and scheduling density.
Role-Based Access
* Sales and BDC users can view only sales-side appointments.
* Managers have full visibility across all representatives and teams to monitor performance and coverage.
Appointment Status Indicators
* Visual status markers (e.g., Scheduled, Confirmed, Shown, No-Show, Sold, Cancelled).
* Color-coded indicators for quick recognition of appointment outcomes.
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Daily, Weekly, and Monthly Views
* Ability to toggle between views for operational planning and performance tracking.
Real-Time Updates
* Live updates when appointments are created, modified, confirmed, or closed.
2) Importance of Filtering Capabilities
Filtering is critical to daily operations. The calendar should allow filtering by:
* Sales Representative / BDC Representative
* Appointment Status (Scheduled, Confirmed, Shown, No-Show, Sold, Cancelled)
* Department (Sales-side only)
* Date and Time Range
This would allow teams and managers to quickly assess workload, identify gaps, and optimize scheduling efficiency.
3) Recommended Integrations
The following integrations would significantly enhance the calendar’s effectiveness:
CRM & DMS Integration
Google Calendar / Outlook Calendar Sync
* Prevent double-booking and scheduling conflicts.
SMS & Email Automation
* Integration with texting and email tools for:
* Automated appointment confirmations.
* Reminder notifications.
* Follow-up workflows for no-shows.
Reporting & Analytics
* Integration with reporting dashboards to track:
* Show rates by rep and time slot.
* Conversion rates from appointment to sale.
* Peak scheduling hours and team capacity.
Task & Workflow Automation
* Integration with CRM workflows to trigger tasks based on appointment status changes (e.g., follow-up tasks after no-shows).