Edit Appointments from Mobile App
gathering votes
D
Darrin Kennedy
It would be nice to be able to make changes to appointments from the mobile app. If someone calls in and changes their appointment time or day, there's no way to edit an appointment already set from a mobile device
A
ANITA SMITH
Why is it not possible to cancel an appointment once set????? Sometimes a customer must cancel an appointment and they do not have the alternate or new appointment time at the time of cancelation. Then when you are unable to cancel it, it shows that they missed the appointment that they have canceled. This really should be editable.
Shawn Goebel
gathering votes
Shawn Goebel
Darrin Kennedy Thank you for the feature request! Good news, our team is actively fixing the ability to edit tasks! This functionality was added previously and our team is working on the fix. I am going to edit your feature request to just edit appointments on mobile as that would be a feature request! Thank you again and have a great one!
Shelby Parker
Hey Darrin Kennedy, thanks for your feedback! I have a few more questions for you:
- What specific features or functionalities would you like to see when editing appointments or touchpoints from the mobile app?
- How frequently do you need to make changes to appointments or touchpoints via the mobile app?
- Are there any specific types of appointments or touchpoints that are more critical to edit on the go?
D
Darrin Kennedy
Shelby Parker
- I would like to be able to edit due dates/times from the mobile app.
- How often depends on the time of the year and customer traffic but sometimes once every 2 weeks sometimes 3-4 times per week.
- They are all important to our dealership at least. If we don't get through our workplan and leave overdue tasks overnight, it effects our eligibility to get webleads. We need to be able to push reminders and touchpoints to the next day from the mobile device without having to record a contact (phone call, email, text)