Time/dates appointment was booked online/in person
complete
S
Shelby Tarleton
It would be helpful to have away for the team to view what day and time the appointment was booked wether it was online or in person!
Autopilot
Merged in a post:
Campaign Data
R
Rowena Yeager
Hello, It would be super awesome if we could see "booked appt date" data on all campaigns. 2 dates. One that says the date they booked it and one that shows the diary date and time with who its booked. BIG PLUS if it was a right click drop down for that particular client for MORE details on the "Date Booked". We end up going back to clients and searching to see when they booked, who they booked with to answer lots of questions around this clients appt. Especially IF they booked from the campaign or if they already had an appointment prior to opening the campaign.
THANK YOU!
XOXO
Rowena
Phorest Product
Merged in a post:
Time of booked appointment
P
Parlor Hair Company
It would be lovely to know when appointments have been made and whether it was in person or over the phone.
Phorest Product
updated the status to
complete
You can currently see this information by clicking on the audit/trail option within the appointment. The first entry will show the date created and method
T
Traci Roesler
The old version of "audit" was super helpful in back tracking of that particular appts history. we have many schedulers and many clients who book a year in advance. it's beneficial for documentation and accountability of staff
Phorest Product
Hiya Shelby, thanks for this post! I have a few more questions for you:
- Can you provide more context on how this feature would be used in your daily operations?
- Would you like this feature to be accessible to all staff members or only certain roles?
- Do you have a preference for how this information should be displayed?