Appointment Report - Summary

Structuring your schedule around appointments gives you greater control over your day, enhances productivity, and provides a superior customer experience. Over time, the appointments you've managed become valuable indicators of your business's performance, offering insights such as time allocation, team member involvement, and the most frequently used calendars. These metrics are crucial for prioritizing tasks, organizing efficiently, and driving business growth.

The Appointment Reporting section within your CRM is your go-to resource for accessing this information. It tracks and analyzes every appointment scheduled through your CRM calendars, providing reliable data visualization and extraction. This includes details about appointment outcomes, their sources, and the calendars they were booked on. 

Note: Your access to certain components may vary based on your user permissions.

Filtering Data

For the most precise analysis, you can adjust date ranges and select specific calendars that align with your requirements. Changing these parameters will update the data displayed accordingly. 

The filtering options allow you to narrow down your results by choosing a specific calendar (1), filtering by the date the appointment was added or started (2), and selecting particular time frames for examining the appointment data (3). 

Appointments Summary

The upper section provides a general overview of the appointments booked within the selected date range. The summary includes:

• Booked: Total appointments scheduled, including new and rescheduled ones.

• Confirmed: Total appointments that have been confirmed, including those completed.

• Cancelled: Total appointments that were canceled, either by the user or the customer.

• New: Appointments that were scheduled for the first time.

• Showed: Appointments that were successfully completed with the customer.

• No Show: Appointments where the customer did not attend without prior notice.

• Invalid: Appointments that do not meet certain criteria, such as duplicates. 

Appointment Channel Analysis

The Appointment Channel graph illustrates the methods through which appointments were booked. For example, "Booked By Lead" indicates that the lead scheduled the appointment themselves. 

Appointment Source Breakdown

The Appointment Source graph reveals the origins of the booked appointments, providing insights into where your appointments are coming from. 

Modify Appointment Source

If you need to change the appointment source, you can easily do so by selecting a different option from the available dropdown menu. 

Appointment Outcomes

The Appointment Outcome graph compares the results of your appointments over a specific period. This is particularly useful for evaluating the success of different appointment campaigns. 

Key Performance Graphs

These graphs present a breakdown of your top five performers in each category. The categories include the most frequently booked calendars, appointment owners, and calendars with the most cancellations. Additionally, it shows the most popular days for appointments throughout the week. 

Detailed Appointment Data Table

The Appointment Data Table provides a detailed view of each appointment, including the calendar used, requested appointment time, booking details, the person who booked it, the source, and the outcome of the appointment. 

Filtering by Appointment Outcome

The Appointment Outcome Filter allows you to filter the table to display only contacts with specific outcomes, such as those who showed up, didn’t show up, or canceled. 

Exporting Appointment Data

For further analysis, you can export the appointment data into an Excel spreadsheet. Simply click the export button to download the data. 

Customizing Data Table Columns

To tailor the data table to your needs, you can modify the columns to focus on the information most relevant to you. Options include Appointment ID, Calendar, Requested Time, Date Added, Contact Name, Email, Phone, Appointment Owner, Created By, Mode, Source, and Outcome.