Manage appointments, history and follow-up

The appointment pages help you run the day, learn from past appointments and not lose a person who did not book yet.

Dashboard

The dashboard shows Day, Week, Month or List. Filter by calendar, staff, location and status. Absences and busy times are shown as blocks. Drag an appointment to move it. IDup asks for confirmation first and warns about overlaps and holidays. The guest and the staff member each get one e-mail “Appointment changed”. Appointments that wait for confirmation are listed on the side. The page updates itself. Use the search for a name, e-mail, phone number or calendar. You can print the view.

The appointment list

Appointments → Appointments lists all appointments. Search, filter and export them. Select several rows to confirm, cancel with a reason, mark as completed or no-show, assign a host, resend the reminder or create one invoice. See Select several rows and act on them.

History and follow-up

1. Open Appointments → History. It lists past appointments, newest first, with outcome, note and next step.
2. Choose Record outcome: took place, no-show, not reached, follow-up, won or lost. An outcome can only be recorded once the appointment has started.
3. Add a follow-up with a date. It appears as a call entry in the staff member's calendar and does not block bookable times.
4. Choose Add as lead if the person is not yet a lead. A won lead can be converted to a customer with its whole history.

Leads → Follow-up lists callbacks and follow-ups that are due. Click a row to see the full history of the person.

Callbacks

Some people prefer a call. On the booking page they can request a callback with the channel and the time they are reachable. In Callbacks you can assign, call, mark as done or book an appointment right away. Overdue ones are marked.

Reports

Reports show appointments, cancellations, no-shows, popular times, lead time, new and returning guests, all compared with the previous period.