Managing Appointments In Conversations

Keeping track of appointments is crucial for effective customer relationship management. The latest update introduces enhanced functionality for managing appointment activities directly within the Conversations module. This feature allows users to view and update details of canceled appointments and identify deleted appointments effortlessly.

Use Cases for Appointment Management Features

Canceled Appointments

• Customer Follow-Up: Easily access canceled appointments to follow up with customers and reschedule if necessary. This ensures that no opportunity is missed and helps maintain good customer service.

• Data Accuracy: Update details of canceled appointments directly from the Conversations module to keep records accurate and up-to-date without switching between different sections.

Deleted Appointments

• Audit Trail: Maintain a clear record of all appointments, including those that have been deleted, to ensure an accurate audit trail. This helps in reviewing past interactions and understanding customer history.

• Error Correction: Identify deleted appointments quickly to address any potential errors or misunderstandings. Viewing details of deleted appointments can help in resolving issues that might arise from accidental deletions.

How to Use

Viewing and Updating Canceled Appointments

1. Access Conversations Module:

   • Navigate to the Conversations module in your dashboard.

2. Locate Canceled Appointments:

   • Look for activities labeled as canceled appointments within the conversation thread.

3. View Appointment Details:

   • Click on the "View Appointment" button associated with the canceled appointment activity.

• This will open a detailed view where you can review and update appointment information as needed.

Viewing Deleted Appointments

1. Access Conversations Module:

   • Navigate to the Conversations module in your dashboard.

2. Identify Deleted Appointments:

   • Find activities with the title "Appointment Deleted" within the conversation thread.

1. View Appointment Details:

   • Click on the activity to view the details of the deleted appointment.

   • Note that while you can view the details, editing is not possible for deleted appointments.

Benefits

• Improved Accessibility: Easily access and manage appointment details directly from the Conversations module without navigating to different sections.

• Enhanced Organization: Clear labeling and quick access to appointment statuses improve workflow efficiency and customer management.

• Comprehensive Overview: Provides a holistic view of all appointment-related activities within the conversation, reducing the need for additional searches.