Manually Mark an Appointment as a Show | Voters

Manually Mark an Appointment as a Show

gathering votes

Sebastian Gallego

I know I cannot be the only one that has salesman who "forget" to check in customers. Of course the next day when our BDC does follow up on missed appointments and they tell us they were here and now there is no way to mark that appointment shown. Managers having the ability to do this I think would be important to keep our metrics true and accurate, despite human error. Would be even better if once it was marked shown that it would automatically apply a visit to the day the appointment was scheduled.

CHELSEA BONDI

It also skews the reporting! I can not hold my BDC team accountable to proper percentages if we have to re-create an appointment just to mark it shown! Changes the set to show ratio entirely.

Gabrielle Arnold

I have brought this up more than once as well. Im with you!! This needs to be an option for ADMINS only so we as managers can fix this on the rare occasion it happens.

Drew Adler

Merged in a post:

No Shows

Zaida Benavides

We should be able to mark an appointment as "SHOWED" the next day. Sometimes salesmen forget to check in the customer.....

Shelby Parker

Hey Zaida Benavides, thanks for your feedback! I have a few more questions for you:

What specific information should be included when marking an appointment as 'SHOWED'?
Is there a preferred time frame for when the appointment status should be updated to 'SHOWED'?
Would you like any notifications or reminders for salesmen to check in customers?

Yessica Gonzalez

100%!!!

Nachelly Benavidez

I agree. This avoids miscommunication between the customer and anyone else reaching out.

Lisa Stewart

We have a 30 day protect for our agents and when someone shows up that they have been following up with they still get credit for the appt. On days that they are not here being able to add this to the system to first be able to keep track of their commission and second make sure our reports are accurate. Plus there are times customers show up late to their appt and it's already marked past due, so they have to create a second appt creating a nightmare.

Kate Shaddrick

Yes, we'd like this feature!

Sheila Haas

Completely Agree! Additionally, most BDC folks get paid per customer shown when an appt. is made. Also, have the ability to mark as unreported show if BDC has been working customer & customer shows up with no appt. because "they were in the area" as an example.

Hannah Elliott

pleaseeeeeeee make this a feature!!!!

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