The ability to stop/close out upcoming tasks once an appointment is made | Voters

The ability to stop/close out upcoming tasks once an appointment is made

Jenice Findley

Once an appointment is scheduled, calling/texting/emailing a customer multiple times prior is unnecessary and bothersome to the customer because they've already committed to coming in.

Shelby Parker

Thanks for sharing this, Jenice Findley — totally hear you. Once an appointment is on the books, continuing the pre-appointment call/text/email tasks can create unnecessary noise for both your team and the customer. I’m looping this into our review so we can assess the best way to close out or stop upcoming tasks after an appointment is scheduled, and I’ll follow up if we need any additional details from your workflow.