Manually Mark an Appointment as a Show | Voters

Manually Mark an Appointment as a Show

gathering votes

Bruce Weinreich

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.

John Lemke

We need to be able to backdate and manually fix appointments!

Shawn Goebel

Merged in a post:

Ability to mark appointment "complete"

Kayla E

This has been needed lately a LOT! If I have a customer scheduled on a Tuesday, and they decide to come in early on Monday, there's nothing I can do to have my appointment be marked as "shown" if it's already been checked in and the appointment was unable to be re'scheduled. If there was a way to mark that appointment "complete" it would save a lot of hassle.

Hillary Fields

You’re definitely not alone on this — I’d also love to see this feature added! Right now, when we have to work around it by canceling and recreating an appointment, we can’t backdate the time. That ends up skewing the reporting for that day, which makes it tough to keep our numbers accurate.

John Mottes

love this one

J W

My reporting has never been this bad. Between this and numerous other complaints, drivecentric makes accurate reporting impossible.

Krissy Rosas

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%!!!

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