Appointment Activities In Conversations

Software Updates

Appointment Activities In Conversations

May 20, 2024 ● 2 min read

Appointment Activities In Conversations

business owner can efficiently monitor appointment changes within the conversations module, enabling swift follow-up actions and adjustments to schedules, ensuring effective client communication and service delivery.

Appointment Activities In Conversations: Easily track appointment activities within the Conversations module, providing businesses with immediate visibility into cancelled or deleted appointments, and enhancing efficiency and client management within the CRM.

⭐️ Why Does It Matter To Your Business?

  • Enhanced visibility: Quickly identify cancelled or deleted appointments directly within conversations, facilitating better client engagement and scheduling management.
  • Time-saving: Access appointment details without navigating away from client interactions, streamlining workflow and saving valuable time.
  • Improved client management: Stay organized and informed with comprehensive appointment activity insights, ensuring seamless communication and scheduling for optimal client satisfaction.

⭐️ How To Use Appointment Activities In Conversations:

  1. Cancelled Appointments: Access the “Conversation” tab from the left navigation menu. Click on the conversation from the upper navigation menu, then click on the required contact to see the details. Click on “View appointment”.

  2. You can now view and update the details of cancelled appointments from the Conversations module.

  3. Deleted Appointments: The activity title now reads as “Appointment Deleted” when an appointment is deleted by clicking on “View Appointment” on the Appointment Deleted card.

  4. View deleted appointments but cannot edit them.

With this new feature, businesses can effortlessly stay informed about appointment changes within the CRM, optimizing client management processes and fostering stronger business relationships.

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