Learn how to view and manage customer reservations in the Welcome App. Today's reservations show on the home screen with notification badges, and you can open a full-screen view to edit, cancel, or filter appointments. Mark customers as received by tapping receive or dragging the appointment to the resource.
You can see today's reservations directly on the home screen of the welcome app. There will be notification badges with numbers on all the resources that should have reservations today as well. If you need a larger view of reservations or simply need to see reservations for another day, tap on the three lines here to see the full screen view of appointments. In the full screen view you can edit the resource to which the appointment was assigned to cancel the appointment, filter the appointment by employees, or by the resource to which the appointment was assigned to. You can also launch the appointment calendar in the backend of your account if you are subscribed to the SalesV Cloud solution. Once the customer shows up to their appointment, you can receive the appointment from the full screen view by tapping on receive or receive the customer directly from the home screen by tapping and dragging the appointment entry to the resource. If you have any questions about the welcome app, you can reach us by phone chat or email 24. 7 We'll be happy to help you.
