Filter Appointments in Mobile App
K
Kimberlee Moskowitz
Is there a way to filter sales and service appointments in the mobile app?
K
Kimberlee Moskowitz
We need a list of our daily sales appointments unconfirmed and confirmed. We would like to view that data separately from the service appointments.
A notifications such as when the customer arrives would be helpful or receive a report every morning at 7:45 for that days sales appointments, if that's possible.
Shelby Parker
Hello Kimberlee Moskowitz! I have a few more questions for you:
- What specific criteria would you like to use to filter the sales and service appointments?
- How frequently do you need to use the filter feature for appointments in the mobile app?
- Are there any specific notifications or alerts you would like to receive related to filtered appointments?