Reschedule Filter for Appointments

Reschedule Filter for Appointments

May 19, 20251 min read

Keeping track of your appointments and their results can give you helpful insights into your business’s health. So, we’ve added a new filter that will help you keep track of rescheduled appointments and make it easier for you to manage related charges, find patterns, or fix issues that might be causing them.

⭐️Why Is This Feature Beneficial To Your Company?

  • Appointment Reporting: Easily view and manage your calendar metrics. Highlighting the calendars where this is most prominent.

  • Accurate Insights: This new filter allows for added flexibility. It lets you use previous widgets to better reflect your performance and help you develop, implement, and monitor strategies to maximize attendance.

  • Reduced Time Loss: Excessive rescheduling consumes valuable resources, impacting overall productivity. This helps you improve your calendar’s functionality, minimize the revenue lost from no-shows, and optimize time usage.

⭐️How Can You Access This Filter?

  1. Navigate to the Dashboard section and click the pencil icon to edit it.

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  2. Click the three-dot icon next to an appointment widget and select Edit.

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  3. Switch to the Conditions tab and select the Reschedule filter.

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  4. Click Save to apply the changes.

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You can use the Rescheduled Appointment filter in your dashboards and appointment reports. Helping you collect insights into your calendar's functioning and minimize time waste by improving the scheduling process.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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