Appointment Report

Created by Ezra Weinstein, Modified on Tue, 30 Aug 2022 at 04:32 PM by Ethan Harris

Appointment Reporting

This section allows you to track and analyze all appointments created using your CRM calendars, including the outcomes of all appointments, where they came from, and which calendar was used to schedule.

NOTE: Depending on your user permissions, you may not have access to all of the components.

Filter by Date and Calendar

In other to get the most accurate data, you will need to set date ranges and even select specific calendars based on what data you are looking to analyze.

Filter Details

In the filter options you can select a specific calendar, filter by booked or created appointments, and also select time frames to filter the appointment data.

Booked Appointments

How many booked appointments you have accumulated over a selected date range.

This data will vary depending on the date range and calendar you choose to analyze.

Confirmed Appointments

How many confirmed appointments you have accumulated over a selected date range.

This data will vary depending on the date range and calendar you choose to analyze.

Showed Appointments

How many people showed up to appointments over a selected date range.

This data will vary depending on the date range and calendar you choose to analyze.

No Shows

How many people no-showed to appointments over a selected date range.

This data will vary depending on the date range and calendar you choose to analyze.

Canceled Appointments

How many people canceled their appointments over a selected date range.

This data will vary depending on the date range and calendar you choose to analyze.

Appointment Channel

This graph shows how the appointment was booked. There are a few different channels for booking appointments, but the most common is "Booked By Lead", meaning the lead booked the appointment themselves.

Appointment Source

This graph will show you where the appointment was booked.

Change Appointment Source

If you'd like to change the source, you can select a different source from this dropdown.

Appointment Outcome

This graph compares the overall result of all your appointments over a given date range. This is very useful when analyzing the effectiveness of specific appointment campaigns.

Appointment Data Table

This table shows all appointment data and gives you the ability to see individual appointments and the data associated with them individually such as:

Which calendar was used, requested appointment time, when that appointment was booked, who booked the appointment, where they came from, and the appointment outcome.

Appointment Outcome Filter

You can filter this table based on the appointment outcome to see only contacts that either showed up, no-showed, canceled, etc.

Export Appointment Data

If you need to export this data into an excel spreadsheet, you can do so by clicking here.

Change Table Data Columns

If you need to further customize this table data, you can change the columns to fit the view you are trying to analyze.

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!