Appointment Booking
How the front desk turns leads into booked appointments that show up, on the new Contact Center.
Articles
Appt Booking StrategyWhy the system works the way it does, and the four rulesConversations OverviewThe three columns of the Conversations screen, and the call iconsAction RequiredWhat each pill means and what to do about itWorking a LeadThe most common situations, and exactly what to click in eachWorking with IvyWhat the AI texting assistant does, and when she hands a lead to youBooking an AppointmentRecording a booking, whatever calendar your clinic usesTaking a Card or DepositPayment links, cards on file and no-show feesAfter BookingReschedules, cancellations, and recording whether they showedScripts, Templates and the Info WindowEverything you need on a call without leaving the screen