Short instructional segment advising how to centralize and track appointments by moving a calendar link into a single system. Speaker recommends using the calendar to record appointment outcomes (showed, no-show, canceled), using an opportunities tab with a no-show subtab (drag-and-drop), and creating system reports tied to showed appointments and lead flow.
A couple things here. First off just for your general tracking and overview of all the appointments we should move the calendar link over to here and run it through this. That way you can have all your appointments in one place and that's the same place that all your leads are going to go. So yeah and then it's really easy. You can have your guy do it or you can do it through calendars and you can just go here and you can mark showed no show canceled exactly what I need. Yeah and we like to do in the opportunities tab I don't think I have it in this account but like a no show tab is well so you can drag and drop them and then both ways it updates the same thing and then you'll be able to actually make a report or we'll make a report for you in the system that'll be linked to how many showed appointments you had. Everything like that so oh perfect.
