Completing a past appointment is easy!
NOTE: Completing an appointment can only be done after 12:00am on the day of the appointment. This step is important because it gives Gazelle important information needed to update the customer / piano records and automated reminders; it also provides short-cuts for:
- Auto-updating the last tuning date (for when a tuning service was scheduled)
- Send the customer a "Follow Up Message" using a message templates or a customized message.
- Adding a temperature and humidity reading to a piano record (mobile app only).
- Creating a service history.
- Creating an invoice.
- Adding customer notes.
- Adding piano notes.
FROM THE WEB APP
Step 1: Click on the event you want to complete.
Step 2: Click 'Complete this appointment'.
Step 3: Record any relevant actions like service history, customer notes, invoices, messages to the customer, etc...
Step 4: Save & Done!
Time Saving Tip: For customers on reminders uncompleted appointments will also appear on your dashboard as a reminder for you to complete the event so the automated reminders can update accordingly.
FROM THE MOBILE APP
Step 1: Tap on the event you want to complete.
Step 2: Tap the 'Complete' button at the top of the appointment details screen.
Step 3: Record any relevant actions like service history, customer notes, invoices, messages to the customer, etc...
Step 4: Save & Done!
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Time Saving Tip: For customers on reminders uncompleted appointments will also appear on your 'Today' screen as a reminder for you to complete the event so the automated reminders can update accordingly.
