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Using the Appointment Touch Tip and Updating Appointment Status
In this lesson, we’ll walk through how to efficiently use the appointment touch tip and update appointment statuses in your operations menu.
Key Features of the Appointment Touch Tip
The appointment touch tip provides a quick and easy way to manage appointments and customer details.
- Access Appointment Details: When you select an appointment, the touch tip opens, showing an overview of the appointment.
- Update Appointment Status: You can update the appointment status directly from the touch tip.
- View Customer Information: Clicking on the customer’s name allows you to view and edit their details.
How to View Customer History
- Select the appointment, click on "More" the three buttons (...) on the bottom right corner of the touch tip. Choose Customer History to view past interactions and details.
- When finished, click the Appointments icon to return to the appointment book.
Appointment Status Options
- Predicted Status: The touch tip displays the next predicted status for the selected appointment.
- Full Status Menu: To see all available status options, click the More button.
Benefits of the Appointment Touch Tip
- Quickly update appointment statuses.
- Effortlessly view and edit customer details.
- Access customer history for a complete overview.
With these tools, you can streamline appointment management and provide better service to your customers.