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.

Hannah Elliott

pleaseeeeeeee make this a feature!!!!

Christopher Smith

This should be reserved for MANAGERS only. For instance, BDC reps are paid on appointments showed, so correcting actual errors is a good thing, but Mgr approval prevents unscrupulous reps from padding their "showed" numbers.

Jennifer Minnich

PLEASE PLEASE PLEASE. It makes no sense for an appointment to become a No Show if the customer is marked as Sold/Delivered, simply because they were not checked in before being marked as Sold.

Shawn Goebel

Merged in a post:

Complete appointments

Jessica Charles

Manager ability to complete appointments at any time without having to check customer in/out of showroom

Shelby Parker

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

Can you provide more context on the scenarios where a manager would need to complete appointments without checking a customer in/out?
Are there any specific restrictions or conditions that should be considered when a manager completes an appointment?
How do you envision this feature impacting the overall workflow in the showroom?

Michele McCoy

Merged in a post:

Appointments that are not checked in when supposed too

Stephanie Martinez

Our system should allow for easy adjustment of appointment statuses, enabling us to correct errors when appointments are mistakenly marked as no-shows. It's crucial to emphasize the importance of accurate check-ins to our sales team. Clear guidelines and regular reminders can help ensure all appointments are properly logged. Implementing a system that logs changes in appointment statuses will provide transparency and accountability, helping us track any modifications made.

Shelby Parker

Hiya Stephanie Martinez, thanks for this post! I have a few more questions for you:

Can you provide more details on the current process of adjusting appointment statuses and the challenges faced?
What specific features would you like to see in the system that logs changes in appointment statuses?
How often do you encounter situations where appointments are mistakenly marked as no-shows?

Stephanie Martinez

Hello Shelby Parker,

Currently, I'm unable to mark a missed appointment accurately after it has occurred. This limitation significantly impacts the accuracy of our reporting. It's crucial for us to reflect the actual status of appointments to maintain reliable data.
I believe that managers and admins should have the capability to edit passed appointments to reflect their actual status (e.g., shown, sold, delivered). Alternatively, granting this ability solely to managers could also be a viable solution. This would streamline our workflow and ensure that our records are up-to-date and accurate.
Dealing with these issues daily underscores the importance of finding a solution. I've already reached out to the team, and while their suggestion to create "fake" appointments works temporarily, it compromises the integrity of our reports over time.

Drew Adler

Merged in a post:

marking appointments showed manually

Destiny Stump

I would love an option to mark an appointment showed if they show up a day or two early or would like for it to be changed to where if there is an appointment set and they get checked into the store on a different day the appointment marks shown

Tina Norton

As long as we are talking about appointments, I believe that expert users should have the ability to back date appointments / add past appointments to an event along with marking show on past appointments. This will allow for more accurate reporting and because it is limited / permission based, then dealerships can decide if they want to grant the ability or not.

Drew Adler

Merged in a post:

Manually Mark Appointment as Showed

Hannah Elliott

The ability to manually mark an appointment showed to count in our metrics would be great. Many times we do not catch that an appointment that showed on a different profile and is merged days later, a visit was not logged, or the customer shows up the night before the appointment and we would like to count it as a show. This ability and making it permission based would solve a ton of our issues. The reporting makes our show percentages look a lot lower than they actually are.

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