Explore Enhanced Tracking with the New Reschedule Filter for Appointments
With our latest update, tracking rescheduled appointments just got easier and more insightful. Whether you're a business owner aiming to optimize scheduling or a manager looking to improve customer experience, this feature is designed to offer valuable insights into appointment trends.
What’s New?
- Rescheduled Filter for Appointment Dashboards: Easily apply the new "Rescheduled" filter on appointment dashboard widgets to view only the appointments that have been rescheduled.
- Granular Insights Update: A new column for rescheduled status has been added, helping you get deeper insights into appointment trends.
- Table Widget Addition: Similar to the Granular Insights, table widgets now have a rescheduled status column for quick reference.
- Appointment Reporting Enhancement: Check out the newly added "Top 5 Calendars with Reschedules" chart on the Appointment Reporting page, which highlights the calendars with the most rescheduled appointments.
How It Works:
- Navigating Appointment Reporting: Go to the Appointment Reporting page to visualize the "Top 5 Calendars with Reschedules" chart, providing an overview of scheduling patterns across different calendars.
- Using Dashboards: Customize your appointment widgets by adding or editing them. Navigate to the Conditions tab and apply the Rescheduled filter to gain focused insights. Don't forget to save your changes.
Why It Matters:
This feature allows you to effortlessly identify which calendars see the most rescheduling activity. This information is critical for understanding trends, optimizing scheduling processes, and, ultimately, enhancing the overall customer experience.
Enhance Your Experience:
For more information on maximizing the use of our dashboards and appointment reporting features, consider exploring our support resources or request assistance from our support team.
In Case You Missed It:
Stay up-to-date with the latest at SMBcrm. Check out our article on Effortless Integration Reconnect with Enhanced Security and Settings Preservation for more exciting features and updates.
