Showroom Appointment Management Feature Overview

• Overview of the showroom appointment management feature.
• Allows users to set an appointment to 'in-progress' when a customer is in the showroom.

• Users can see how long the appointment has been ongoing.

3. Starting an Appointment 0:25

• Two methods to set an appointment to 'in-progress':
  • From Scheduled Appointments:
    • Click 'Start Appointment' on an already scheduled appointment.
  • For New Customers:
    • Click 'Start Appointment' for a customer just added or walked in.

4. Viewing In-Progress Appointments 0:36

• All in-progress appointments can be viewed on the Schedule tab.

5. Ending an Appointment 1:04

• To end an appointment:
  • Write a note and then click 'End Appointment'.
• Appointments are automatically marked as 'kept'.

6. Manager Permissions 1:25  (If setting is set to this option on the backend of your account).

• Only managers can end appointments.
• This ensures that a manager has acknowledged the appointment.

 7. Admin Settings for Management Requirement 2:09

• There is an Admin setting under the General tab to enforce the requirement for manager oversight on ending appointments.

8. Filter by In Progress Appointments