Appointment Scheduling Software Offers Many Other Reports That Help You
Save Time And Increase Your Revenues
- Appointment Grid
Report: This report prints basically the same layout, in a grid format, (as opposed to a list format) of the appointment schedule. To view screen shot of what the appointment grid looks like,
- Appointment Transaction
List: This will print out a "chronological" list of all appointments entered into the system. For example, if you entered 54 appointments today (for a wide range of different days), you can get a "transaction" listing of all the appointments entered today.
- Appointment Status
Report: Lists the appointment status for a range of dates.
- No Show Report:
- Lists "No Shows" for a range of date(s).
- Top 25 Report:
Lists the Top 25 customers for each appointment status.
Visit Alert Report: Show customers who are on their last "X number" of authorized visits.
For example, if are a lawn cutting business and sell 25 lawn cuts for $XXX, you can get a list of customers who are down to the last 2 or 3 visits and call them to "resell" another contract. Use this if you are in the health and fitness\spa type of business where you sell a "book" of visits. Be creative and think how you can use this feature with your business.
Do you keep track of "authorized" visits or appointments? Perhaps you are a pest control business and sign people up for a monthly or quarterly treatment; simply enter the "authorized number of visits" into the customer file, and when the customer's next to the last visit is scheduled, you get a warning telling you to the contract is about to expire. You can also run a report to see who only has "X" number of authorized visits remaining. Medical offices can use this for insurance authorizations also.
This is a screen shot showing two different screens; first is a screen that pops up and warns you when you are scheduling an appointment that there are no more authorized appointments; The second screen shot is the setup screen for setting up the authorization approval; the #of visits remaining, and the authorized number of total visits...
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sales and support team is ready to answer
all your questions.
use the monthly view to find openings at a glance,
and the drag-n-drop confirmation feature is great
protection! The ability to print the
chart is really good for my guys because that's how
they're used to viewing their schedules. -
M.A. , Satellite Installation
such as "No Show" and the history of each
client/customer is very helpful and has eliminated
the need for several different bookkeeping procedures.
Jude, Music Instrument Sales and Instruction