Rescheduled Tag in Appointments

Rescheduled Tag in Appointments

October 22, 20241 min read

Contacts rescheduling their appointments is a common occurrence, however, it can also lead to confusion with your team and issues with your workflows. With the improvement of the Reschedule tag, you no longer need to worry about monitoring your clients, instead, the system will automatically add a tag disclaiming the appointment was rescheduled.

⭐️What Changes Can You Expect?

In Calendars: When checking appointments from the calendar view a disclaimer pointing out that the appointment was rescheduled will show next to the appointment’s time. Hovering over the tag will show the appointment’s previous time and date.

1

In Appointments: A blue Reschedule tag will appear above the new date for the appointment.

2

⭐️How Will This Be Used?

  • Minimize Confusion: The highlight on rescheduled appointments ensures they are clear and easily identifiable inside the system.

    a
  • Support Reporting: Enable users to track and analyze the number of rescheduled appointments. (Coming Soon)

    b
  • Assist Workflows: Help users configure the "If/Else" condition for rescheduled appointments and minimize errors. (Coming Soon)

    c

Keeping control over how the appointments develop helps your team make the most out of any meetings and leverage customer interactions into successful client relationships.

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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