Appointment Board: Track Your Team’s Weekly Appointments

Overview

The Appointment Board (also called the appointments report) is a weekly report of appointment activity for each user (agent). Use it to see how many appointments each user set, confirmed, rescheduled, and saw on each weekday, and to open the individual appointments behind any count.

How to Open the Appointment Board

1. In the menu bar, go to the My Leads section.
2. Select Appointment Board.

What the Appointment Board Shows

The Appointment Board breaks down appointment counts by user and by weekday for the selected week. It reports four appointment types:

• Set
• Confirmed
• Rescheduled
• Seen

Example of the Appointment Board:

Filter the Appointment Board

1. Select the Filter button in the top-right corner of the Appointment Board.
2. Choose the filters you want to apply.

Available filters:

View, Edit, or Listen to an Appointment

1. On the Appointment Board, click any number in the report.
2. A popup window opens and lists the appointments for that user, day, and appointment type.
3. From the popup, you can:
   • Edit the appointment: Select the pencil icon.
   • Listen to the call recording: Select the play icon.