A no-show on a free initial evaluation is a lead, not just a missed appointment. This Spotlight video shows you how to turn that no-show into a follow-up task so the lead doesn't disappear.
Watch the video
Video link: https://vimeo.com/1245143392
What you'll learn
- Add a task right from the no-show appointment.
- Label it "No-show" and set the due date to your recall date.
- Assign the team member who should make the call and add context in the details.
- Find the task on the Task Dashboard on Home the day it's due.
Quick reference: No-Show Recall Workflow
Use this workflow for free initial evaluations:
- Open the no-show appointment and tap Add Task.
- Label the task "No-show."
- Set the due date to your recall date, not the missed appointment date.
- Assign the team member who should make the call, and add context in the details.
- The task shows up on their Task Dashboard on Home the day it's due.
Bonus: Drop a no-show icon on the appointment itself so it stands out on the calendar at a glance.