Appointment Report Overview 📈 🧭

Appointment Report SOP

Objective

This SOP outlines the steps to generate and analyze the appointment report effectively to ensure accurate tracking of appointments and their statuses.

Key Steps

1. Accessing the Appointment Report 0:17

• Navigate to the appointment report section in the system.
• If you have a custom dashboard, you may not need to access this report directly.

2. Selecting the Calendar 0:28

• Choose the specific calendar you want to assess (e.g., follow-up specialists).
• Alternatively, select 'All' to view all calendars.

3. Reviewing Appointment Statistics 0:40

• Analyze the number of appointments booked, confirmed, cancelled, and no-shows.
• Review the stats for the top five most booked appointments.

4. Identifying Appointment Owners 1:12

• Check which appointment owners are sending calls to acquisition specialists.

5. Analyzing Booking Trends 1:30

• Identify which days have the highest booking rates.

6. Ensuring Status Updates 1:41

• Regularly update the statuses of appointments to ensure accurate reporting.
• Understand that the quality of KPIs depends on the accuracy of the data entered.

7. Integrating Other Reports 2:20

• If applicable, integrate Facebook or Google ads reports for comprehensive analysis.

8. Reviewing User Appointment Data 2:36

• Check the user data for appointments made, including dates and user names.

Cautionary Notes

• Ensure that all appointment statuses are updated regularly to avoid inaccurate data.
• Inaccurate data entry can lead to misleading reports and analysis.

Tips for Efficiency

• Utilize the custom dashboard for quicker access to key metrics.
• Schedule regular reviews of appointment statuses to maintain data integrity.
• Train team members on the importance of updating appointment statuses.

Link to Loom

https://loom.com/share/4e4c4d79f70a4eb3a4de5b0b792dd25c

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